Performance Metrics for Insurance Agencies
Insurance agencies are craving better ways to track their book of business and capture actionable insight from it. After all, the more you know about your current performance, the better you can make adjustments to improve performance in the future.
While performance metrics that are important to one agency might be irrelevant to another, it's still helpful to take a look at general metrics you could be tracking. Using these examples, you can modify or create completely new ones to help your agency work towards its goals.
In this guide, you'll find:
- Examples of performance metrics insurance agencies should track & analyze
- Why these metrics are important for increasing agency efficiency & growth
- How to use an agency management system to track, monitor, and analyze these metrics
- PLUS: See AgencyBloc's Custom Reporting, Advanced & Saved Searches, and Dashboard Analytics