self-assessment

Posts Tagged: self-assessment

2 posts found

Score Your Insurance Agency: An Honest Owner Scorecard

10/22/2021 · 5 min read

Every agency has wins, losses, and draws right now. Run the 90-minute self-assessment: score retention, new business production, team performance, profitability, client satisfaction, and owner time allocation with actual numbers. Name the losses. Find the draws that are eating capacity. Build one fix for the biggest loss.

mindsetself-assessment

Win, Lose, or Draw: Which Insurance Agent Are You?

10/22/2021 · 6 min read

Most agency owners who do this assessment honestly land in draw territory: revenue flat, team stable but not growing, owner busy but not strategic. Winning means positive trajectory and growth problems. Losing means declining leading indicators. Drawing means comfortable stagnation. The diagnosis determines the intervention.