Productivity
• What is our per capita income and what can we do to increase it?
• What do our employees believe is possible and what do we need them to believe?
• What is our rate of qualified prospect development and what can we do to increase it?
• What do our producers believe is possible and what do we need them to believe?
• What is our hit ratio and what can we do to increase it?
• What do our producers believe is possible and what do we need them to believe?
• What is our average commission income per client and what can we do to increase it?
• What do our producers and staff believe is possible and what do we need them to believe?
Revenue
• What are the problems common to our clients that we need to solve in order to add value to the transaction?
• What unique products or services do we provide? What should we provide?
• What exclusive products or services do we provide? What should we provide?
• Do we believe that we can continually create new products and services based on our client’s problems that will add value to the transaction?
Was this article valuable?
Here are more articles you may enjoy.
Florida Insurance Agency VP Sentenced to 3 Years in Massive ACA Fraud Scheme
10 Highest Class-Action Settlements in 2025 Eclipsed $70B Total: Duane Morris
Wildfires, Storms Fuel 2025 Insured Losses of $108 Billion: Munich Re Report
Good Times for US P/C Insurers May Not Last; Auto Challenges Ahead 


