___________________________

Insurance Agency Marketing Self-Assessment

Click Next to continue. It's in the lower right of this form.

The objective of this assessment is to provide you with a custom recommended marketing budget and specific marketing strategies and tactics based on your answers to the following questions.

What is your current premium volume? *

Less than 1 million

1-2 million

2-3 million

4+ million

How many team members do you have? *

Only me

2-3 team members

4-9 team members

10+ team members

How long has your agency been in business? *

Less then 1 year

1-3 years

4-9 years

10+ years

How would you rate your current marketing efforts? *

We don't do much at all

We dabble, but it’s inconsistent

We do some things well, but lack a full plan

We have a solid, strategic plan in place

What’s your top goal over the next 12 months? *

Increase leads

Improve retention

Grow Google reviews

Build brand awareness

Note: While exact figures vary, agencies that set specific, measurable goals almost always see stronger growth, efficiency, and client retention.

How many new clients do you want to gain per month? *

Less than 5

5-15

16-30

30+

What’s your current monthly marketing budget? *

Less than $1,000

$1,000 - $2,000

$2,000 - $3,000

$3,000+

Note: While budgets vary by size, many independent insurance agencies target 5-10% of revenue for marketing. Knowing your spend helps you measure ROI and align your strategy.

Do you currently… (select all that apply) *

Have a modern, mobile-friendly website

Show up on the first page of Google

Collect Google reviews regularly

Post consistently on social media

Send email newsletters to clients or prospects

Run paid ads (Google, Facebook, etc.)

Use automation for lead follow-up or quoting

None of these, unfortunately :(

Do you feel confident in your marketing strategy? *

Not at all

A little

Mostly

100% confident

What types of insurance do you primarily sell? (select all that apply) *

Personal (auto, home)

Commercial

Life & Health and/or Medicare

Other

Where are most of your leads coming from today? *

Referrals from realtors/mortgage brokers

Walk-ins or call-ins

Online / Google

Social Media

Not 100% sure. We don't track this well

What is your level of commitment to growing your agency? *

Not a priority

Somewhat committed

Very committed. It's a high priority

It's our highest priority. It's critical that we grow faster

First Name

Last Name

Business Name

Email *

Phone *

State

Website

Showing 1 of 15