Numbers Dont Lie v2022
This document is a worksheet created by Mike Stromsoe for Platinum coaching members. It serves as a structured form for agencies to record key performance data, including annual revenue, premium, numbers of in‑force clients and policies, client and policy retention percentages, annual referrals, full‑time and part‑time employee counts, and the percentage breakdown of business lines (commercial, personal, health, life). The form is intended to be completed by the agency and used in coaching sessions to assess growth, efficiency, and areas for improvement.
Topics
Agency Financial Metrics Capture
Fields for annual agency revenue and premium.
Client and Policy Retention Tracking
Fields for number of in‑force clients and policies, plus client and policy retention percentages.
Referral Generation Measurement
Field for the number of annual referrals received by the agency.
Workforce Composition Recording
Fields for counts of full‑time and part‑time employees.
Business Line Distribution Reporting
Field for the percentage breakdown of business across commercial, personal, health, and life lines.