You are an experienced broker and have had your share of highs and lows. Whatever you have accomplished, you should be proud of yourself. Nearly 90% of individuals who start as insurance brokers leave the industry or change roles within the first 5 years. This is not an easy climb, but as you get up the side of the mountain, you’ll realize the view is worth it.
Before you think about where you’re headed next, it’s important to take inventory and acknowledge how far you have come and how you have done it.
Sometimes, it may feel like this path is steep or solitary, but you’re not on your own. We’re here to help you chart the clearest, most efficient route upward so you can keep building momentum and reach the next level of success. Before planning your next phase of growth, take a moment to evaluate where you stand in your book of business.
First, let’s identify the total revenue you have written to date. Use the ranges below to place yourself.