Imagine the best dashboard ever

This online tool would allow them to track progress toward individual business and development goals. It could also provide them a 30-180-day outlook on agency trends. Specifically, they asked that this dashboard include:  

• A five-year forecast showing how professionals can grow their business 
• Clear understanding of potential for increased compensation based on various actions they can take. Encourage insurance professionals to learn how they can grow their business, reach specific goals and make more money.  
• Automatic prompts/congratulations whenever a goal is met 
• Cross analysis of state data, customer data and business growth to provide realistic projections. 
• Hands-on training with the latest insure-tech tools. Create online communities where insurance professionals can connect and learn from one another. Upskilling helps professionals feel prepared to anticipate and navigate industry disruptions.  

Get started  

• Rally a team of stakeholders to explore this topic. Begin by aligning on goals for the project and reviewing the Independent Agent Experience research findings.  

Brainstorm capabilities   

• From a high-level perspective, what’s the easiest way to get going? What items can we begin introducing, and where can they exist?
• Determine a go-forward plan that’s realistic, manageable and designed to build momentum over time.   

Develop a customer-centric design  

• Develop improvements and test them with our insurance professionals. Their feedback will help us to know whether a solution is ready meet their needs or requires additional refinement.