Solutions // Agency Benchmarking

Know Where You Stand

Gain insights into how your agency measures up and make confident, data-driven decisions for ongoing growth.

Know Your Standing

Understand how your agency compares to industry standards

Identify Opportunities

Pinpoint areas of weakness and uncover opportunities for improvement

Strategic Planning

Use actionable insights to inform decisions and shape long-term strategies

Want to Learn Where You Stand in the Crowd?

Looking to go beyond industry averages? Our group benchmarking offering allows a small group of independent insurance agencies to compare performance, uncover trends, and identify opportunities not only against national standards but also within your specific group.

Gain a deeper understanding of your strengths, challenges, and competitive edge—all while fostering growth and accountability within your group. Ready to see how you stack up? Let’s benchmark your way to success!

"This team has provided us amazing feedback, including great steps to move forward and continue to be successful."

Ashley Mastowski
‍First Choice Insurance Group

"Thanks to them, we now have a comprehensive understanding of our agency's value and can confidently make strategic decisions."

Darren Vermost
Vermost Insurance

"An absolute game-changer for insurance agencies looking to navigate their business by better using financial data.".

Charles McDade
‍McDade Insurance Brokerage Group, LLC