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Your R.I.S.E. Profile must be completed and submitted via the IA|METRIC Portal (data.intellagents.io). If you received direct email communications from your State Association about IA|METRIC and our products, that email address is directly connected to your user account on the IA|METRIC Portal. You must use this email address to log in and complete your R.I.S.E. Profile.
When you are ready to log in for the first time, click the “Log In” button in the upper right-hand corner, which will take you to a login screen. From here, you must click the “Forgot Password” link. Enter in the same email address from which you’ve received communications about the RISE Report/Profile, then click the “Send Password Reset Email”. You should receive a link via email to reset your password, after which you can log into the IA|METRIC Portal and complete your profile! Once you are logged in, click “RISE” in the header menu.
If you have any questions about the email associated with your user account, please contact us!
Before you get started, please make sure you have the following information:
Please note that when entering data, enter full figures only. Do not use commas, $, %, or any other symbols.
You can also find this information on our R.I.S.E. landing page.
If you need another employee who oversees your personnel or HR to complete the profile on behalf of the agency, please contact us!
Once you have the information noted above, it should take about 30-45 minutes to complete, depending on the size of your agency. We strongly recommend that you compile this information in advance to help make the process smoother and quicker for you!
The profile must be completed and submitted electronically. However, if you would like a PDF copy to use as a tool to help prepare for filling out the online profile, you can download a copy of the R.I.S.E. Profile from the R.I.S.E. landing page.
Yes! Although the profile asks for specific data such as names and birth dates of agency employees, all responses are kept strictly confidential and reported only in the aggregate. No one will be able to identify a specific person or agency.
It is very important that we can uniquely identify each of your employees in order to accurately compile the employee-specific pages of your R.I.S.E. Report (i.e. Generational Health, Employee Salary, Weighted Average Shareholder Age, Gender Breakdown) as well as deliver your report in a timely manner.
If you do not feel comfortable sharing full employee names, you can use the Full first name for first name and Last initial for last name. In addition, please use their correct birth year and gender. We require a full first name as this helps us uniquely identify the employee’s gender for the Gender Breakdown section. We also need the correct birth year as this generates the employee’s age for the Generational Health and Weighted Average Shareholder Age sections.
Nope! Once you fill out the R.I.S.E. Profile in it’s entirety, everything will pre-populate the next time you log in to update your information. If you decide to purchase a report the following year, all you’ll need to enter is book of business and carrier data from the most recent year, as well as confirm your employee roster (and respective salary information) is still up-to-date!
“Garbage in, garbage out.”
We understand that this is sensitive information and that it takes time to compile and enter into the profile. However, everything that we ask for directly correlates to what you receive in your R.I.S.E. Report. In order to provide you with the most accurate report and create these valuable benchmarks for you and your fellow independent agents, we need real data, not approximations. If you provide us with incomplete or inconsistent data, we may ask you to log back in to correct the discrepancies, otherwise you’ll receive an incomplete or inaccurate report.
If you have any questions about the profile and how it relates to your report, please contact us!
You’ll receive a copy of your personalized R.I.S.E. Report within 15 days of your purchase.
If your data looks inaccurate or you entered something incorrectly, you have 30 days after you receive it to update your data to obtain an updated report at no additional cost.
Your Salary Survey must be completed and submitted via the IA|METRIC Portal (data.intellagents.io). If you received direct email communications from your State Association about IA|METRIC and our products, that email address is directly connected to your user account on the IA|METRIC Portal. You must use this email address to log in and complete your Salary Survey.
When you are ready to log in for the first time, click the “Log In” button in the upper right-hand corner, which will take you to a login screen. From here, you must click the “Forgot Password” link. Enter in the same email address from which you’ve received communications about the Salary Survey, then click the “Send Password Reset Email”. You should receive a link via email to reset your password, after which you can log into the IA|METRIC Portal and complete your survey! Once you are logged in, click “Salary Survey” in the header menu.
If you have any questions about the email associated with your user account, please contact your State Association.
Before you get started, please make sure you have the following information:
Required information:
Optional information (detailed employee information):
Please note that when entering data, enter full figures only. Do not use commas, $, %, or any other symbols.
You can also find this information on our Compensation Report landing page.
If you need another employee who oversees your personnel or HR to complete the survey on behalf of the agency, please contact us!
Once you have the information noted above, it should take about 15-30 minutes to complete, depending on the size of your agency and whether you decide to complete the optional section with detailed employee-specific information.
We strongly recommend that you compile this information in advance to help make the process smoother and quicker for you!
The survey must be completed and submitted electronically. However, if you would like a PDF copy to use as a tool to help prepare for filling out the online survey, you can download a copy of the Salary Survey from the Compensation Report landing page.
Absolutely! This functionality is automatically built into the form when you click the ‘Next’ button in the bottom right-hand corner. Clicking the ‘Next’ button is the only way to save your progress and complete your survey at a later date.
Yes! All responses are kept strictly confidential and reported only in the aggregate. No one will be able to identify a specific person or agency. Although the detailed employee information section of the survey asks for specific data such as names and birth dates of agency employees, it is very important that we can uniquely identify each of your employees in order to accurately compile and report on employee-specific benchmarks.
If you do not feel comfortable sharing full employee names, you can use the Full first name for first name and Last initial for last name. In addition, please use their correct birth year and gender. We require a full first name and birth year as this helps us identify the employee’s gender and age.
As your Salary Survey only asks for prior year information, if you decide to complete it again next year, you will need to enter your P&C premium and commission information for the most recent year.
However, all benefits and employee-related information will pre-populate the next time you log in! You will just need confirm the respective data is still up-to-date and make any necessary changes!
“Garbage in, garbage out.”
We understand that this is sensitive information and that it takes time to compile and enter into the survey. However, everything that we ask for directly correlates to what you receive in your Compensation Report. In order to provide you with the most accurate report and create these valuable benchmarks for you and your fellow independent agents, we need real data, not approximations. If you provide us with incomplete or inconsistent data, we may ask you to log back in to correct the discrepancies, otherwise you’ll receive an incomplete or inaccurate report.
If you have any questions about the Salary Survey and how it relates to the Compensation Report, please contact us!
Your annual QuickClicks BDT subscription gives you access to all our QuickClicks BDT online tools for one year!
Any data that you enter when using QuickClicks BDT is only stored in our database if you click the “Save” button. In addition to built-in pre-population of your data from your previous Salary Survey or R.I.S.E. Profile, this functionality was added to improve the customer experience.
Check out this how-to document to learn about the specific changes to QuickClicks BDT as well as instructions on how to use the tools!
NOTE: If you have never accessed the IA|METRIC portal and have not received direct communications from your state association about your account, you’ll likely need to set up an account. Contact us to get set up!
