Insurance Agency Revenue Readiness Audit

How much of the sales system still depends on you?

Six questions. A practical starting point. No fictional benchmark dressed up as science.

Rate each statement from 1 (not true yet) to 5 (consistently true). Your headline result appears before we ask for contact details.

1. Every new lead has a clear owner.
2. Follow-up happens consistently without owner chasing.
3. Renewals are visible early enough to act.
4. We can see every active opportunity and next action.
5. Team sales activity can be reviewed from real data.
6. The sales process keeps moving when the owner steps away.