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Benchmarking Forms

For Group Benchmarking

Thank you for agreeing to work with AgencyFocus!

To benchmark your agency, we will need some information from you. Listed below are the items we require.
All forms can be resubmitted as many times as you'd like.

1-01

Agency Owner Questionnaire

This form asks general questions about your agency's organization and operations. Not sure if you can complete all of it right now? No worries, forms can be submitted as many times as you'd like!
2-01

Submit a Book of Business Report

Generate a book of business report using your Agency Management System, and then submit it using the form linked above
3-01

Complete the Employee Information Form

This form asks questions regarding employees currently or recently employed at your Agency. It also asks some general questions about your commission and compensation structure. It is available in both PDF and Word format.
4-01

Submit Financial Statements

This form will ask for monthly P&Ls for 2023 (year-to-date) and 2022. In addition, it will ask for profit & loss statements for 2019 to 2021.
5-01

Submit Supporting Documentation

This form will ask for cluster/alliance/aggregator/network agreements, producer/employee agreements, etc.