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AGENCY TRANSFORMATION SCORECARD

Unlocking Your Potential with the Transformation Scorecard

Dive into the heart of agency transformation with a scorecard designed to benchmark and evaluate your agency's current performance.

Our experience working with hundreds of agencies has shown us the unique challenges and opportunities you face. By understanding where you stand in key areas such as organic growth and client referrals, you can pinpoint exactly what needs to be addressed to propel your agency forward.

Answer the 10 questions on a scale of 1 to 10 (10 is best). Once you click submit, you'll immediately receive a report that tells you if your agency is in the:
  • Red Zone – your agency has a poor business model and is most likely struggling with growth and profit. As the owner, you’re probably constantly frustrated. It’s time to challenge yourself to fix your business model and results.
  • Yellow Zone - your agency has an average business model and is achieving average results. Focusing in on key behaviors and strategies will create exponential results.
  • Green Zone – your agency has a great business model and is experiencing excellent results. Continual fine-tuning will accelerate your results.

Agency Transformation Scorecard

Helping independent insurance agencies achieve their dreams for over 40 years.

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5237 Summerlin Commons Blvd
Suite 107
Fort Myers, FL 33907
239.337.2555 | 877.SIT.KINS