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  1. Help Topics
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  4.  » How Is Your Profile Performing? See Your Improved Agency Scorecard

How Is Your Profile Performing? See Your Improved Agency Scorecard

Get a comprehensive look at the value you receive through your Advantage profile with your quarterly Agency Scorecard.
Published: May 3, 2024
Advantage scorecard example

The Agency Scorecard is a powerful tool designed exclusively for independent insurance agents with an Advantage subscription. This comprehensive scorecard offers you and your business a dynamic visual presentation of the value received through your Advantage profile. Each quarter, we analyze your profile’s optimization and completeness, the number of referral opportunities you received, and several other key metrics essential for enhancing your online presence and connecting with consumers.

With the Agency Scorecard, you tap into unparalleled insights on your Advantage performance, unlocking your profile’s full potential to help you compete in the digital insurance landscape.

Total Advantage Score

The Advantage Score gauges the value your agency receives in relation to the cost of your subscription during a specific quarter. The calculation of the value-ROI percentage is based on industry pricing standards for each of your subscription’s components.

Advantage scorecard

Score & Value ROI %

Total Value Received

This number is the estimated total value your agency receives by taking advantage of the products and services available to you through your Advantage subscription.

Total ROI

The ROI is the rate of value returned that your agency receives from its profile relative to the total cost of your Advantage Subscription.

Subscription-Level Metrics

The value of Advantage subscriptions stacks up from level-to-level. For example, if you have an Advantage Professional subscription, our highest tier subscription offering, you receive cumulative benefits from every other subscription level beneath it. We’ve broken down each profile metric by level below so you can see how it all adds up.

Advantage Profile: Be Recognized and Understood

 

Advantage SEO: Be Found Online

 

Advantage Preferred: Be Recommended to Your Preferred Prospects

 

Advantage Professional: Be Referred and Connected to Online Buyers

 

Profile Optimization

In this section, we look at your agency’s profile and score it based on how customized it is. Taking time to personalize your profile greatly influences how potential customers and search engines view your agency.

Your rating is based, in part, on the presence of these features on your profile:

  • Your agency’s logo or photo of your agency
  • Names and photos of individual team members
  • Links back to your website and social media properties
  • Customer reviews

To add these elements and improve your profile’s optimization score, log in to your dashboard to edit your profile.

Not an Advantage Subscriber? Maximize your ROI with one of our Advantage profile options, or schedule a demo now with one of our experts to walk you through how you can get in front of high-intent insurance prospects.

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