Insurance Advisors’ Report Card 2022 main chart

How insurance advisors rated their agencies’ performance

iStockphoto.com / ranplett

Research by:
Brian Capitao, Roland Inacay, Alisha Mughal

Research editors:
Katie Keir, Daniel Calabretta

Click the image below to download a PDF of the chart.

Latest news In Insurance Advisors’ Report Card

Assets under administration reach $3.5 billion

Firms that responded to advisors' concerns and helped them solve problems were rated highest

Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

IDC WIN was rated highest in all three back-office categories

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