KPI Mockup

Growth-driven insurance and benefits agencies know their numbers and know that their numbers tell the story of their vision, strategy, and goals. But understanding where your business stands in relation to those things can be complicated.

Create clarity by using your Key Performance Indicators (KPIs) to help you grow your agency in a predictable, healthy, and profitable way. You can do this with our KPI worksheet that shows:

  • The sales KPIs that lead to healthy growth
  • The retention KPIs that lead to predictability
  • The financial KPIs that lead to profitability

Download the Key Performance Indicator Worksheet