Solutions // Agency Benchmarking

Know Where You Stand

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

AgencyFocus Benchmarking Report cover and sample pages showing data charts and performance metrics.

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

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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!

How it works

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We will spend time discussing your specific needs. Whether it's a particular concern you're looking to address or you simply want to get your house in order, we'll help outline the best course of action. You'll receive a personalized proposal tailored to your goals using our proven methods to achieve them effectively.
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Or more context-specific for your business
A member of our team will guide you step by step through gathering the necessary information for the service and assist in troubleshooting any challenges in locating it within your systems. We will then review the submitted data and seek additional clarification as needed to ensure an accurate and thorough analysis. All data is stored securely.
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Using industry standards and proven methodologies, our team will perform a detailed analysis to deliver actionable insights. Depending on the service, this may include financial trends, market benchmarking, valuation calculations, or growth potential assessments.
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You will receive a comprehensive report detailing our findings. Our team will schedule a call to review key sections, gather any additional quantitative context, and ensure you fully understand the insights and recommendations. This step allows for discussion of any factors that might impact the results of the analysis.
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After incorporating notes from our review meeting into the final report, we will provide additional documentation or support as needed. This ensures you are fully prepared to use the analysis and recommendations for your intended purpose, whether it’s strategic planning, operational improvements, or another goal.

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

Ashley Mastowski - Benchmarking

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  - Benchmarking

Darren Vermost
Vermost Insurance

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

Charles McDade  - Benchmarking

Charles McDade
McDade Insurance Brokerage Group, LLC