Baseline Agency Performance Survey – Multi Line

Name

Company

Address

Please provide the following baseline metrics for your practice:

House Holds (total)

% Residential

% Commercial

Policies In Force

PIF Total

PIF Auto

PIF home/Fire

PIF Life

PIF Health

PIF Other

Sales by Product Category for Previous 12 months:

Auto policies

Home/Fire policies

Life/Financial Svcs policies

Health

Other

Last 12 months Sales Revenue (Total)

Staffing

List your staff (total staff, sales staff, services staff, full time, part time, etc.)

What are your top personal (non-business) goals

What are your top 2 to 3 strengths and as a company

What are your greatest challenges

What are you hoping to accomplish with your 12 Week Year Coaching

Additional Thoughts

Any additional information that you think would be helpful for us to know…