Most agencies track the wrong insurance agency KPIs. While you are measuring policies written and premium growth, the real profit drivers are hiding in plain sight - revenue per employee, client retention rates, and operational efficiency metrics that separate thriving agencies from struggling ones.
Your agency is spending $900 to acquire each client while 46 percent of Google searches have local intent. The gap between where agencies spend money and where clients actually look is costing you growth.
While agencies spend 40-80 hours monthly reconciling commissions manually, standardized processes and AI agents are cutting that to under 2 hours - here is what you need to know about process consistency.
Forty percent of agency principals are over 60, yet two-thirds feel unprepared for transition. The agencies that survive this wave are not just planning succession - they are building operations that actually attract buyers and next-generation leaders.
The insurance industry is losing 400,000 workers by 2026, and 79% of Gen Z will not even consider insurance careers. Agencies using AI to eliminate data entry drudgery are winning the talent war while everyone else fights over scraps.
While 95 percent of agencies have an agency management system, only 24 percent use a CRM - and highly digital agencies are growing 70 percent faster than everyone else. Here is what you need beyond your AMS to compete.
