A scorecard should tell you in a minute whether the agency is on track. Tracking too much hides the few numbers that matter.
Lead with activity
Leading indicators show early whether results are coming.
- Conversations held
- Reviews booked
- Quotes delivered
Confirm with results
Lagging indicators show whether the activity paid off.
- Policies written
- Retention rate
- Revenue against goal
Keep it simple
A short scorecard gets used; a long one gets ignored.
- Limit it to eight to ten numbers
- Give every number an owner
- Review it at the same time each week
Put it into practice.
Use the free checklist to turn this playbook into a repeatable routine for your agency.
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