[PDF Download] 8 Reports Life & Health Agencies Should Run Each Month

Keeping a pulse on your agency's performance is key to productivity and longevity. Use these reports to gain a deeper understanding of your agency's performance, where's it's thriving, places you need to improve, and what it all means for the future.

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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

Download the PDF checklist now!

What do the "Next-Level Report" ideas include?

These are additional reports that can be more advanced than the 8 basic report outlines. You can use the basic report outline, then expand on it to achieve the next-level reports.

How can I build these custom reports?

You must have a system, like AgencyBloc's industry-specific AMS, that comes equipped with a custom report builder. Your report builder may look different, but the basic construction, filter and column, should be represented. 

How can I run these reports each month?

Some systems, like AgencyBloc, allow you to save your custom-built reports so you can run them as often as you need. The benefit is that it saves you time while also pulling the most up-to-date data for you to consider and work from.