Benchmark your goals. Measure your ascent. Developed in-house specifically to help independent agency owners, R.I.S.E. is a unique report that allows you to compare your agency to other relevant agencies within categories like carrier mix, employee salary & benefits packages, and more.
With your annual purchase, you’ll receive a digital copy of your personalized report within 15 business days of your R.I.S.E. Profile submission.
Ready to complete your R.I.S.E. Profile? Here’s what you’ll need!
We recommend getting together as much of this information as you can before you get started — this will make the process smoother and quicker for you!
This section will cover basic agency information, from ownership type to agency management system to benefit plans your agency offers. This section will give us high-level details on who your agency is, including FEIN and NPN numbers as well as your Agency Management System.
Applicable sections of R.I.S.E.:
Employee Benefits, state and region categorization
This section is where you will enter in the dollar amounts of your premiums and commissions from the previous five years (e.g. 2016-2020), broken out by Commercial Lines, Personal Lines, and Life & Health. In addition, we’ll ask whether you have acquired or divested any books of business.
Applicable sections of R.I.S.E.:
Product-Line Mix, Growth Indicators, Productivity Score
This section will cover your top 5 carrier appointments, as well as your alliance/network affiliations, for the previous two years (e.g. 2019-2020). You will need the respective premium volumes, commissions, co-op dollars received, loss ratios, etc. for each of your partnerships.
Applicable sections of R.I.S.E.:
Carrier Influence
The last section is comprised of employee-specific information for your entire roster, including name, email address, gender, role, birth year, hire year, compensation, annual bonus, percent of ownership and number of accounts managed.
Applicable sections of R.I.S.E.:
Employee Age Allocation, Generational Health Overview, Weighted Ownership Age, Employee Compensation
In addition, please read all of the information below before you proceed.
As you complete each of the four sections, please use only the navigation buttons in the bottom-right corner of the form to save and move between sections. Please do not use the browser's back button, as you will lose the data you input in that section.
Your data is automatically saved when you click the "Next" button and move to the next page of the Profile!
PLEASE NOTE: The only section this functionality does not apply to is the Employee Roster section. To save your roster, you must accept the Terms & Conditions on the last page of the form and click the "Submit" button. If you need to review previous pages of your R.I.S.E. Profile, you can navigate back to the Profile once you fully submit and make subsequent changes if necessary!
To provide you with a better experience, this Profile will pre-populate with your information in the future after you complete the Profile this year!
If you have any questions or run into issues while filling out your Profile, please contact us -- we're here to help!
