R.I.S.E. Report

Relevant Insights for Strategic Execution

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.

What's Included

Product-Line Mix

Product-Line Mix

A successful agency is familiar with the overall assortment of its products and their respective profitability. This section identifies the percentage of your agency's commercial, personal, and life & health business, as well as your overall commission rate, and compares them to your peers.​

Growth Indicators

Growth Indicators

Many factors can impact an agency's ability to grow consistently. This section will help you understand your growth drivers, how they compare to your peers and where to make future investments.

Carrier Influence

Carrier Influence

An agency's success is dependent on the carriers it chooses to do business with. This section will provide an overview of your top 5 carriers, including your production and concentration with each carrier. This can help you track, analyze and leverage data during your carrier negotiations.

Employee Benefits

Employee Benefits

Are you offering health benefits, retirement, vacation time, life insurance, disability, education assistance, flex time? See how you stack up to other agencies of your size and in your area.

Staff Compensation

Staff Compensation

Compensation is important for recruiting and retaining talent. Gain a competitive advantage by knowing how your compensation structure compares to other agencies in your region and your premium group.

Productivity Measures

Productivity Measures

Productivity is a vital part of measuring any service-based organization. In this section, you'll learn about your agency's spread ratio and gain insight into your employee productivity and capacity.

Owner's
Age

Owner's
Age

The broader the agency ownership, the more valuable the agency will be compared to narrowly held agencies. You'll learn whether your Weighted Average Shareholder Age (WASA) poses a threat to your talent retention and perpetuation strategy.

Generational Health

Generational Health

People are the most valuable asset in an agency and attracting talent is critical, especially as part of your agency's perpetuation planning. Learn what your bench strength is in each role to determine how you're positioned to serve your clients and successfully transition your business into the future.

Gender Diversity

Gender Diversity

In today’s modern marketplace, gender diversity is crucial to ensuring an organization’s success. Knowing how you measure up on your gender make-up and distribution can put you ahead of the curve, making your agency an innovator in the industry.

Product-Line Mix

Product-Line Mix

A successful agency is familiar with the overall assortment of its products and their respective profitability. This section identifies the percentage of your agency's commercial, personal, and life & health business, as well as your overall commission rate, and compares them to your peers.​

Growth Indicators

Growth Indicators

Many factors can impact an agency's ability to grow consistently. This section will help you understand your growth drivers, how they compare to your peers and where to make future investments.

Carrier Influence

Carrier Influence

An agency's success is dependent on the carriers it chooses to do business with. This section will provide an overview of your top 5 carriers, including your production and concentration with each carrier. This can help you track, analyze and leverage data during your carrier negotiations.

Employee Benefits

Employee Benefits

Are you offering health benefits, retirement, vacation time, life insurance, disability, education assistance, flex time? See how you stack up to other agencies of your size and in your area.

Staff Compensation

Staff Compensation

Compensation is important for recruiting and retaining talent. Gain a competitive advantage by knowing how your compensation structure compares to other agencies in your region and your premium group.

Productivity Measures

Productivity Measures

Productivity is a vital part of measuring any service-based organization. In this section, you'll learn about your agency's spread ratio and gain insight into your employee productivity and capacity.

Owner's Age

Owner's
Age

The broader the agency ownership, the more valuable the agency will be compared to narrowly held agencies. You'll learn whether your Weighted Average Shareholder Age (WASA) poses a threat to your talent retention and perpetuation strategy.

Generational Health

Generational Health

People are the most valuable asset in an agency and attracting talent is critical, especially as part of your agency's perpetuation planning. Learn what your bench strength is in each role to determine how you're positioned to serve your clients and successfully transition your business into the future.

Gender Diversity

Gender Diversity

In today’s modern marketplace, gender diversity is crucial to ensuring an organization’s success. Knowing how you measure up on your gender make-up and distribution can put you ahead of the curve, making your agency an innovator in the industry.

Retail Price

$499*/yr

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.

*Pricing may vary based on state. Please reach out to your State Association for exact pricing of your R.I.S.E. Report.

What you'll need

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!

Agency Profile

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

Book of Business

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

Partnerships

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

Employee Roster

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.

Navigation

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.

Save & Continue

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!

Pre-Population

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!

Need Help?

If you have any questions or run into issues while filling out your Profile, please contact us -- we're here to help!​

Never logged into the IAMETRIC Portal?
Wondering how to complete your R.I.S.E. Profile?

NOTE: If you have never accessed the IAMETRIC 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!

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