Investment Executive Special Alert

Monday September 20, 2021
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Insurance Advisors’ Report Card
Insurance agencies persevered throughout pandemic
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
September 20, 2021

Insurance Advisors’ Report Card
Fewer advisors make top compensation
Insurance industry’s “middle class” grows
September 20, 2021

Insurance Advisors’ Report Card
Insurance Advisors' Report Card 2021 main chart
How insurance advisors rated their agencies
September 20, 2021

Insurance Advisors’ Report Card
Freedom of product choice still ranks high
The satisfaction of insurance advisors hinges largely on respect for their independence
September 20, 2021

Insurance Advisors’ Report Card
Many more insurance advisors using e-applications
Guidance from firms is appreciated by surveyed advisors
September 20, 2021

Insurance Advisors’ Report Card
Advisors praised open communication during hard times
Both dedicated agencies and MGAs offer a range of communication tools
September 20, 2021

Insurance Advisors’ Report Card
Staying focused in a time of change
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
September 20, 2021

Insurance Advisors’ Report Card
How we did it: Insurance Advisors' Report Card
Methodology for the Insurance Advisors' Report Card
September 20, 2021

Insurance Advisors' Report Card

Report Cards
Insurance Advisors’ Report Card 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
13 September 2021


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