Product

2025 Best Practices Study

Six Revenue Categories, Study Highlights, Executive Summaries & Key Benchmarks, Cross Category Comparison, and Over 3,000 Data Points.

Market Share Report

The Market Share report can help users understand the current insurance marketplace & opportunities, understand the evolving areas, review historical changes and verify assumptions.

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Sales Potential Quick Check

A quick check that reveals untapped sales opportunities.

An analyst uses a computer and dashboard for data business analysis and Data Management System with KPI and metrics connected to the database for technology finance, operations, sales, marketing

Guide to Producer Contracts

Every producer should have a signed contract with their agency. This Big “I” resource helps you understand key contract elements.

The contract on the yellow table, notebook, glasses and pen.

Agency Comparison Workbook

Compare Your Year-End Results to the Best Practices Agencies

Pros and cons on scales. One negative outweighs many positives. Advantages and disadvantages. Evaluating profit and losses. Plus and minus symbols on balance on a scale seesaw.

Agency Universe Study

For over 32 years, the Agency Universe Study has served as a benchmark for analyzing the independent insurance agency system. The most comprehensive study of Independent Agencies, available in summary…

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