Also Available: QuickClicks Business Development Tools (BDT) (FREE for IIANC Members! A $100 Value!)
Agency Valuation Calculator
The Agency Valuation Calculator shows a fair market value range for an agency based on current market conditions. The tool provides a baseline range of value, whereas actual pricing for an external sale or internal perpetuation would be driven by additional factors and considerations. A full valuation report will give you a more in-depth assessment of pricing based on a thorough assessment of the agency's book of business and an overall assessment of the agency's risk.
In order to view this information, all you need to do is provide us with five simple pieces of information:
1. Gross Revenue
2. Fees and Commissions Paid to Brokers
3. Total Assets
4. Total Liabilities
5. Average Annual Growth Rate
With your annual subscription, you'll have access to this tool, as well as the Productivity Insights Tool and the Strategic Profit Modeling Tool (see below.)
Productivity Insights Tool
QuickClicks Insights provides some key productivity metrics about your agency based on four data points and offers both regional and state-wide comparisons that are updated daily in order to give agents the most up-to-date benchmarking information. Our insights are the result of massive amounts of data, aggregated from actual agency inputs, which are then analyzed and adjusted to account for the changing market trends.
In order to view this information, all you need to do is provide us with four simple pieces of information:
1. Number of Full-Time Employees
2. Number of Producers
3. Annual Written Premium
4. Annual Commission
With your annual subscription, you'll have access to this tool, as well as the Agency Valuation Calculator (see above) and the Strategic Profit Modeling Tool (see below.)
Strategic Profit Modeling Tool
The Strategic Profit Modeling tool (previously known as QuickClicks CashFlow) helps determine how your expenses impact your profitability based on different risk scenarios. The waterfall chart is ideal for showing how your agency can arrive at a net profit margin by breaking down the cumulative effect of expenses and associated risks that contribute to fluctuations in your profit versus an industry standard proforma view.
With your annual subscription, you'll have access to this tool, as well as the Agency Valuation Calculator and the Productivity Insights Tool (see above.)
*NEW* Producer Goal Worksheet
The Producer Goal Worksheet provides an easy way to create realistic goals for each of your producers as well as calculate your overall producer averages. Using a handful of key data points, the tool offers weekly, monthly and annual milestones by producer to help you stay on track and reach your year-end goals.
To receive all FOUR of these FREE annual subscriptions as an IIANC member, please contact Adam Petrey to obtain your special coupon code.