Great-West Lifeco posts Q3 profit of $1.2B
Assets under administration reach $3.5 billion
Latest news in Insurance Advisors’ Report Card
Insurance advisors value receptiveness, stability
Firms that responded to advisors' concerns and helped them solve problems were rated highest
- By: Katie Keir
- September 19, 2022 September 19, 2022
- 00:15
Insurance Advisors’ Report Card 2022 main chart
How insurance advisors rated their agencies' performance
- By: IE Staff
- September 19, 2022 July 25, 2024
- 00:14
Proportion of top-paid insurance advisors surges
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
- By: James Langton
- September 19, 2022 September 19, 2022
- 00:13
Back-office services still miss the mark
IDC WIN was rated highest in all three back-office categories
- By: Daniel Calabretta
- September 19, 2022 September 19, 2022
- 00:12
Technology is key to client onboarding
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
- By: Alisha Mughal
- September 19, 2022 September 19, 2022
- 00:11
Insurance agencies sharpen their focus on financial planning
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
- By: Brian Capitao
- September 19, 2022 September 19, 2022
- 00:10
To recommend or not to recommend?
As the industry shifts, some advisors find it difficult to tout their agencies
- By: Roland Inacay
- September 19, 2022 September 19, 2022
- 00:09
Insurance Advisors’ Report Card 2022: How we did it
Methodology for the Insurance Advisors' Report Card
- By: Katie Keir
- September 19, 2022 September 16, 2022
- 00:06
Many more insurance advisors using e-applications
Guidance from firms is appreciated by surveyed advisors
- By: Daniel Calabretta
- September 20, 2021 September 17, 2021
- 00:20
Staying focused in a time of change
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
- By: Maddie Johnson
- September 20, 2021 September 17, 2021
- 00:11
Freedom of product choice still ranks high
The satisfaction of insurance advisors hinges largely on respect for their independence
- By: Daniel Reale-Chin
- September 20, 2021 September 17, 2021
- 00:08
Insurance agencies persevered throughout pandemic
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
- By: Katie Keir
- September 20, 2021 September 17, 2021
- 00:07
Advisors praised open communication during hard times
Both dedicated agencies and MGAs offer a range of communication tools
- By: James Gaughan
- September 20, 2021 September 17, 2021
- 00:06
How we did it: Insurance Advisors’ Report Card
Methodology for the Insurance Advisors' Report Card
- By: Katie Keir
- September 20, 2021 September 17, 2021
- 00:05
Insurance Advisors’ Report Card 2021 main chart
How insurance advisors rated their agencies
- By: IE Staff
- September 20, 2021 June 17, 2024
- 00:05
Fewer advisors make top compensation
Insurance industry’s “middle class” grows
- By: James Langton
- September 20, 2021 September 17, 2021
- 00:04
Established players persist through turmoil
Legacy insurance agencies have relied on their strengths while adding new tools for advisors
- By: Katie Keir
- September 21, 2020 September 28, 2020
- 00:09
Tackling the unimaginable
Managing general agencies have compressed half a decade's worth of change into a few months
- By: Fiona Collie
- September 21, 2020 September 18, 2020
- 00:07
Relative calm for insurance advisors
Dissecting the overall results reveals some unexpected findings, however
- By: Katie Keir
- September 20, 2019 October 31, 2019
- 00:16
eApp use evolves
Advisors continue to stress the importance of back-office technology
- By: Surina Nath
- September 20, 2019 October 31, 2019
- 00:15
Insurance Advisors’ Report Card main chart
How advisors rated their agencies
- By: Daniel Calabretta
- September 20, 2019 June 17, 2024
- 00:14
New blood entering the industry
The segment's veteran advisors are still driving business activity
- By: James Langton
- September 20, 2019 October 31, 2019
- 00:13
Quality of marketing support drops
There was criticism across all firm types this year
- By: Daniel Calabretta
- September 20, 2019 October 31, 2019
- 00:12
Rules of engagement
Compliance requirements are growing for insurance advisors
- By: Leah Golob
- September 20, 2019 October 31, 2019
- 00:11