Where Is Your Insurance Business Leaking Revenue?

Before you take this assessment...

Most insurance agents and producers are dealing with at least one of the four revenue problems noted below — they just don't know which one is bleeding their business the most:

A

Automation GapYour business stops when you stop — admin, quote follow-up, and client communication eat your production hours.

I

Visibility GapYou're not consistently attracting or nurturing qualified leads — revenue is unpredictable month to month.

D

Focus GapYour time and attention are scattered across reactive tasks — high-value growth activities keep getting pushed to tomorrow.

E

Retention GapClients aren't renewing, referring, or rounding — you're constantly replacing book volume instead of growing it.

This diagnostic scores you across all four areas so you can stop guessing and start fixing. Answer each question honestly based on where your business actually is today — not where you want it to be.

You'll receive a personalized score and revenue risk assessment at the end — showing you exactly how much your current gaps may be costing you every month. The whole thing takes about 5 minutes.

A

Pillar 1 of 4

AUTOMATE

Are your CRM, follow-up sequences, and client communication running automatically — or is revenue leaking through manual gaps?

Q1 How automated is your new client follow-up and ongoing communication process?

No system — I follow up with new clients manually when I remember. Basic reminders exist, but my follow-up cadence is inconsistent. My CRM or AMS has some triggers, but most outreach still happens manually. Automated follow-up sequences run for new clients, but some steps still require manual effort. New client communication is fully automated — every client receives timely, consistent outreach without me having to remember to do it.

Q2 How consistently does your team follow up on new quotes that didn't close?

Rarely — if a prospect doesn't call back, the quote dies. I follow up once but have no structured sequence. I follow up 2–3 times, but it depends on bandwidth and some leads slip. I have a defined follow-up sequence, but most steps are still manual. Quote follow-up is automated through my CRM with defined touchpoints and nothing falls through.

Q3 How systematized is your new client onboarding process after a policy is placed or issued?

No defined process — every client's experience is different. I have a mental checklist but nothing documented or consistent. I have a checklist, but execution depends on who's handling it that day. Onboarding is documented and mostly consistent, though not fully automated. New client onboarding is fully systematized — consistent, branded, and largely automated.

Q4 How efficiently do you capture and track referrals from existing clients?

No referral system — I rely on clients to mention me on their own. I ask occasionally but don't track referrals or follow through consistently. I ask at key moments (new policy, annual review) but without a formal system. I have a referral ask process, but tracking and follow-through are inconsistent. Referrals are systematically requested, acknowledged, and tracked — nothing falls through the cracks.

Q5 How automated is your process for scheduling and following up on annual coverage reviews?

No system — coverage reviews happen reactively if clients bring something up. I occasionally reach out about reviews but with no scheduled process. I do some annual reviews but it's inconsistent and depends on bandwidth. I have a defined outreach process for annual reviews with most clients. Annual coverage reviews are systematically scheduled, confirmed, and completed — it's a built-in part of my client management.

⚠ Please answer all 5 questions before continuing.

I

Pillar 2 of 4

INFORM

Are qualified prospects finding and trusting you before they ever pick up the phone — or are you invisible in your market?

Q6 How easily can prospects find you when searching for insurance help online or locally?

Not sure — I don't actively manage my online visibility. I have a website but it rarely generates inbound inquiries. I appear in some searches but inconsistently, and my Google Maps presence is weak. I have an active Google Business Profile with reviews and some local SEO. I consistently appear in top local results and receive steady inbound inquiries from people who found me online.

Q7 How strong is your online review presence on Google, Facebook, or industry platforms?

Fewer than 5 reviews — prospects can't gauge my reputation. 5–15 reviews, but I don't actively ask for them. 15–30 reviews with a mix of ratings and no consistent ask process. 30+ reviews, mostly 4–5 stars, with an occasional ask after policies are bound. 50+ reviews, 4.5+ average, and I have an active, consistent process for requesting new reviews.

Q8 How consistently do you educate prospects and clients with valuable content?

No content — I don't share educational material or updates. Occasional social posts or emails, but no real strategy or consistency. I send something out occasionally but it's irregular and reactive. I have a content cadence and produce educational material most months. I consistently deliver valuable content that builds trust and generates inquiries without paid advertising.

Q9 How strong is your professional referral network with realtors, mortgage brokers, CPAs, and attorneys?

No referral partnerships — all business comes from cold prospecting. A few loose connections, but no structured relationships. I have referral sources but don't nurture them systematically. I have 3–5 active referral partners who send consistent leads. I have a structured professional network with relationships that generate regular, predictable referrals.

Q10 How clearly differentiated are you from other agents in your area?

Not at all — I look and sound like every other agent. I have a good local reputation but nothing uniquely compelling. I specialize in certain lines but haven't communicated that clearly in my marketing. I have a clear niche or specialty that resonates with my target market. I am the recognized go-to authority in my niche — prospects choose me because of how I'm positioned, not just price.

⚠ Please answer all 5 questions before continuing.

D

Pillar 3 of 4

DEPLOY

Are you directing your time toward the activities that actually grow your book — or are service demands crowding out business development?

Q11 How clearly do you know your top 3 revenue-building priorities for this week?

I don't have set priorities — I respond to whatever comes in. I have a general sense but no defined weekly focus areas. I know my priorities most weeks, but service demands frequently disrupt them. I set weekly priorities and usually protect time for them. I have a structured weekly planning process and consistently execute on my top 3 growth priorities.

Q12 How intentionally do you protect time for new business development vs. client service work?

Almost no protected prospecting time — service work takes everything. I prospect occasionally but only when things slow down. I protect some prospecting time but it's frequently sacrificed. I intentionally block roughly 40% of my week for new business activity. I have clear, protected time blocks for prospecting, pipeline review, and growth — separate from service work.

Q13 How consistently do you review your open quotes, pipeline, and book of business metrics?

No regular review — I check things reactively. Monthly at best, and usually without a structured format. I check roughly weekly but without defined metrics or a system. I have a weekly pipeline review with metrics I track consistently. My pipeline and book review are structured, data-driven, and directly drive my weekly action plan.

Q14 How well do you manage your personal energy and protect your peak productivity hours?

No system — I take calls and meetings whenever anyone wants. I'm aware of my peak times but rarely protect them. I occasionally protect peak hours for important work. I mostly protect high-energy hours for prospecting and closing activities. My schedule is deliberately structured — peak hours are reserved for revenue-generating activities and protected from interruptions.

Q15 How consistently do you follow through on the growth plans and commitments you set for yourself?

Poorly — I set goals but rarely complete them consistently. Inconsistently — some intentions are followed through, many are not. About half of my planned growth activities actually get done. I complete most of what I commit to, with occasional drift. I have an accountability structure and consistently execute my growth plan week over week.

⚠ Please answer all 5 questions before continuing.

E

Pillar 4 of 4

ENGAGE

Are you converting quotes, building lasting client relationships, and systematically growing a referral-driven book of business?

Q16 What is your current quote-to-policy conversion rate?

Under 20% — most quotes go nowhere. 20–35% — below the industry average for my lines. 35–50% — around average for my market. 50–65% — above average with room to improve. Over 65% — I consistently convert a strong majority of the quotes I present.

Q17 How structured is your discovery or needs analysis process before presenting a quote?

No discovery process — I gather basic information and quote immediately. I ask a few questions, but there's no consistent framework. I do some discovery, but my process varies depending on the prospect. I use a consistent discovery framework that uncovers needs and builds value before quoting. My discovery process is a competitive advantage — prospects regularly comment on feeling understood before I present anything.

Q18 How strong are your client relationships beyond the initial sale?

Most of my client relationships are transactional — they only contact me when there's a problem or claim. A few clients treat me as a trusted advisor, but most interactions are reactive. I have genuine relationships with some clients, but building them isn't systematic. I actively work to be a trusted advisor — clients frequently reach out for guidance, not just when issues arise. My clients consistently see me as their go-to resource for coverage and financial decisions — referrals and long-term loyalty are the result.

Q19 How proactively do you stay in contact with clients outside of claims and new sales?

I don't — clients hear from me when they have a claim or need something new. I reach out occasionally if something relevant changes, but it's reactive. I make some proactive touchpoints throughout the year, but it's inconsistent. I have a touchpoint calendar for my key client segments with value-added communication. Every client hears from me multiple times per year — check-ins, life event outreach, and helpful updates that have nothing to do with a transaction.

Q20 What percentage of your new business comes from client referrals?

Under 10% — almost no referrals. 10–20% — occasional referrals, not a reliable channel. 20–35% — referrals contribute meaningfully but inconsistently. 35–50% — referrals are a significant and somewhat predictable channel. Over 50% — referrals are my primary growth driver and I have a systematic process for generating them.

⚠ Please answer all 5 questions before continuing.

💰 Revenue Calculator

One Last Question Before
Your Results

Your score is calculated. Before we show you the results, tell us a little about your revenue — so we can show you exactly what your gaps are costing you in real dollars, and what fixing them could be worth.

What is your average revenue per new client or sale?

Enter your average first-year commission or revenue per new client — this could be a life policy, health plan, P&C policy, or any line you write. Not sure of the exact number? Use your best estimate. You can also type any amount directly in the field above.

$

$500 $1,000 $1,500 $2,000 $3,000 $5,000

💡 Don't see your number? Just type it directly in the field above.

How many new clients or sales do you close per month right now?

Be honest — this is your current baseline, not your goal. It's the number we use to calculate what each gap is actually costing you.

0–1 per month 2–3 per month 4–6 per month 7–10 per month 10+ per month

⚠ Please enter an average sale value and select your current monthly conversions.

Your AIDE Method Score Report

Based on your answers, here's where your insurance business stands — and what it's costing you.

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out of 100

💰 Your Revenue Opportunity

💸 Your Revenue Risk by Pillar

📍 Your Priority Focus Areas

Your Next Step

Turn Your Diagnosis Into Action

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Before you take this assessment...

One Last Question BeforeYour Results

What is your average revenue per new client or sale?

How many new clients or sales do you close per month right now?

Your AIDE Method Score Report

💰 Your Revenue Opportunity

💸 Your Revenue Risk by Pillar

📍 Your Priority Focus Areas

Turn Your Diagnosis Into Action

One Last Question Before
Your Results