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Insurance Advisors’ Report Card 2019

IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings

September 19, 2019

Relative calm for insurance advisors

Dissecting the overall results reveals some unexpected findings, however

  • September 20, 2019 October 31, 2019
  • 00:16

eApp use evolves

Advisors continue to stress the importance of back-office technology

  • September 20, 2019 October 31, 2019
  • 00:15

Insurance Advisors’ Report Card main chart

How advisors rated their agencies

  • September 20, 2019 October 31, 2019
  • 00:14

New blood entering the industry

The segment's veteran advisors are still driving business activity

  • September 20, 2019 October 31, 2019
  • 00:13

Quality of marketing support drops

There was criticism across all firm types this year

  • September 20, 2019 October 31, 2019
  • 00:12

Rules of engagement

Compliance requirements are growing for insurance advisors

  • September 20, 2019 October 31, 2019
  • 00:11

The next level for insurance planning

To help advisors in the holistic space, agencies must continue to invest in support

  • September 20, 2019 October 31, 2019
  • 00:10