Home Insurance Advisors' Report Card

Keyword: Insurance Advisors’ Report Card

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Rock sculpture on the beach balancing mounds of pebbles on top

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
Hand offering rounded pebbles

How insurance advisors rated their agencies' performance

  • By: IE Staff
  • September 19, 2022 September 16, 2022
  • 00:14
Top-heavy rock sculpture

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

Rock sculpture on the beach with unstable top

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

Arch formed with river rocks on beach

Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors

Man's hand balancing stack of stones on beach

But while some advisors say they are getting the planning tools they need, others say their firms need to do more

Hand offering rounded pebbles

As the industry shifts, some advisors find it difficult to tout their agencies

Methodology for the Insurance Advisors' Report Card

  • By: Katie Keir
  • September 19, 2022 September 16, 2022
  • 00:06

Guidance from firms is appreciated by surveyed advisors

hit the target

As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs