Test Drive the Agency Risk Assessment

What are your agency's business risks?

One of the over-riding responsibilities and duties of an insurance agent is the assessment and management of risks for clients. But, are you managing your agency's internal risks? The purpose of the Agency Risk Assessment is to rate the key risk areas in your agency so that you know where you are in each area and not leave anything to question -- Know Vs. Guess

The assessment will help you to identify which areas have the highest and most positive impact on your agency, your pain issues, things that you are doing really well and things that need immediate attention.

All progress starts by telling the truth. When you tell the truth, you know where you really are as an agency. At the end of the day, it's all about getting results.

NOTE: This video references an Excel file. We have updated the Assessment to the online form below. The questions remain the same, but you no longer have to download a separate file. Just complete the form below.