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

You can’t run an insurance agency on gut instinct. You need the right data. Check out the podcast👇.

13 Mar 2026 · 1 min

Watch on YouTube

0:35

Insurance agency leaders often trust retention numbers from their software without understanding how they're calculated. These figures can be artificially inflated or deflated, yet owners base major decisions on them anyway, risking serious mismanagement.

Chapters

Where do you see many agency leaders feel like they have good data to run the agency, but the reality is they don't? Retention is one, and it isn't so much that I can tell you for sure that, that people have bad retention data, but what I've found in conversations with agency owners and leaders is most of them don't understand their retention numbers. There's a number being spit out of their agency management system. They're not sure what the calculation is. They're not sure about nuances that may be inflating or deflating that number. But they kind of trust it and they have to run with it because that's all they have.