Staying in Touch With Your Agency
Reporting is crucial to understanding the health and well-being of your insurance agency. However, it's hard to know which reports are the most important to run and what you're really trying to achieve with each report.
To help you overcome this, we've created the outlines for 8 different reports your agency should consider running monthly, quarterly, and yearly.
Using these reports, you'll be able to keep a pulse on your agency, thus allowing you to make more informed business decisions that'll greatly affect your agency's day-to-day. Regardless if you're a one-man operation or a large GA/MGA/IMO/FMO, these reports will help you run smoother meetings, pull insight from your current business' standings, and assist in future decisions.
Included is a PDF of 8 report outlines. These are the basic reports to help you get started. Additionally, you'll receive "Next Level Report" ideas on ways to expand when you're ready.