If you grow to grow your insurance agency measure the sh!t that matters.

18 Mar 2026 · 1 min
1:04

In this brief dialogue, Andy Neary questions whether agency executives focus on metrics that truly matter. The other speaker explains that many agency owners obsess over lagging measures—post‑event indicators such as overall growth, retention rates, and client churn—which provide a retrospective view of performance. He argues that these are less valuable than leading measures, which are proactive activities and insights that can predict client loss. Examples of leading indicators include Net Promoter Score (NPS), post‑interaction customer satisfaction surveys, and digital listening tools that capture real‑time feedback. By incorporating these feedback loops, agencies can identify and address issues before a client decides to leave or before a prospect is lost, ultimately driving more sustainable growth.

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