.avif)
Do you know what your agency’s numbers are telling you? In this episode of Insurance Refocused, Carey Wallace breaks down five essential KPIs every independent insurance agency should track to understand performance and guide growth.
From organic growth and retention to profitability, EBITDA, and revenue per employee, Carey explains how to calculate these metrics and turn them into action. She also explores how budgeting, industry benchmarks, and role-specific goals for producers and service teams can help you allocate resources and build accountability. Learn how to focus on the numbers that support your strategy and make more confident decisions for your agency.
