Advertising Readiness Scorecard | Insurance Agency Ads

What is your current agency retention rate?(Required)

90% or higher

85% to 89%

80% to 84%

Below 80%

I don’t know

Do you know why customers are leaving your agency?(Required)

Yes, we track cancellation reasons consistently

Somewhat, but not consistently

No

Do you have a documented retention process?(Required)

Yes, documented and followed

Informal but somewhat consistent

No

Examples: renewal reviews, save calls, remarketing strategy, proactive outreach.

Is your retention improving, declining, or flat?(Required)

Improving

Flat but above 85%

Flat but below 85%

Declining

I don’t know

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Your Readiness Score (out of 100)

Agency Advertising Readiness Scorecard