Andy NearyI help insurance professionals turn brand awareness into business growth.

FACT: If you’re going to scale your insurance agency you need the measure the RIGHT metrics.

4 Sept 2025 · 1 min

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Short excerpt from a YouTube video by Andy Neary arguing that insurance agencies must track the right metrics to scale effectively. The speaker emphasizes financial metrics plus operational productivity measures (man-hours, revenue per transaction) and notes many agencies fail to review these numbers; an anecdote about a California project illustrates the point.

Chapters

Well, so first of all, I can tell you, having looked at many, many, many agency financials, nobody spends enough time looking at their numbers and the financials and the productivity levels. That was one of the things in the project they had in California. For the guy that we, that I talked about a few minutes ago, he did not have the right set of metrics. And when you, when you're going to grow an agency, you have to have metrics, including finances. But it's not just finances, okay? It's man hours. It's revenue per transaction. It's, it's things that are meaningful in the overall scheme.