Agency Insight Reports with IntellAgents
Gain insight into your agency’s operations and unbiased guidance to make more informed business decisions using insights from the Compensation Report and R.I.S.E. profile, exclusively developed for independent agencies.
WHAT YOU'LL NEED
- Agency Information (e.g. FEIN, NPN, ownership type, etc.)
- Total annual P&C Premium and Commission for last year
- Benefits offered and agency contribution information
- Number of agency owners and respective ages/ownership percentages
- Number of employees per role in your agency
- Total payroll expense, as well as minimum and maximum salaries, by role
- Average, minimum, and maximum employee ages
Optional information (detailed employee information):
- First and last names
- Birth dates
- Hire date
- Termination date (if applicable)
- Full time or part-time
- Base salary, commission, and annual bonus
- Ownership percentage
- Primary designation
Are you in jeopardy of losing your best employees to another company over a better compensation package? Are you in the dark about commission and benefits? Complete the Salary Survey to receive a copy of our Compensation Report and see how your agency stacks up against others in your region and state!
How do I complete my Salary Survey?
RELEVANT INSIGHTS FOR STRATEGIC EXECUTION
Benchmark your goals. Measure your ascent. Developed in-house specifically to help independent agency owners, R.I.S.E. is a unique report that allows you to compare your agency to other relevant agencies within categories like carrier mix, employee salary & benefits packages, and more.
How do I log into my RISE profile?
Purchase a Compensation Report
Purchase a R.I.S.E. Report
- With your annual purchase, you'll receive a digital copy of your personalized report within 15 business days of your R.I.S.E. Profile submission.
"Through our partnership with the KAIA, we were fortunate enough to have been connected with Carey and her team at IntellAgents to help with an agency valuation. The report we received was extremely detailed and at a price point that made sense for us. The data collection was straightforward and we have already submitted our information for the second year. I’m looking forward to continuing our partnership together with the benchmarking tools in their RISE report.
As an agency Principal, I would not hesitate to recommend them to other agencies that are thinking about their perpetuation planning strategy."
Bill Rowlen, Flury-Hinderks Insurance
"As an independent agency owner we know that relationships are everything. It is incredibly valuable to gain insights and advice from people that have taken the time to understand my business and care about our success. Carey and her team took the time to understand our agency, our unique needs, and worked with us to build a flexible compensation solution that best serves our needs. Having this expertise to help guide us has been incredibly valuable. You won’t find another organization that cares more about your agency’s success!"