performance-tracking

Posts Tagged: performance-tracking

3 posts found

Scorecards: How to Track Agent Performance and Actually Use the Data

02/16/2022 · 5 min read

If you can't measure it, you can't manage it. This SOLO Playbook episode is a complete walkthrough of the performance scorecard system that gives insurance agency owners clear visibility into what each agent is actually producing — and what to do about it.

metricsagency-management

Data Points to Track and Attack: Craig's Field Guide to Agency Metrics That Actually Move the Needle

11/24/2021 · 6 min read

Not all data is equal. Craig breaks down the specific data points that matter most in an insurance agency, how to read them, and — critically — how to turn what you measure into action.

metricsagency-management

Get on the Track and Ride the Measure Train: Why Tracking Metrics Transforms Agency Performance

11/22/2021 · 5 min read

If you're making decisions about your agency based on gut feeling and approximate memory, you're operating blind. Jason makes the case for building a measurement culture that turns vague intuitions into actionable data.