|
On average, how many hours per week do you dedicate to your insurance/financial services profession? |
|
5 or fewer |
5% |
|
6 to 10 |
7% |
|
11 to 20 |
7% |
|
21 to 30 |
13% |
|
31 to 40 |
22% |
|
41 to 50 |
27% |
|
51 to 60 |
13% |
|
61 or more |
5% |
What percentage of your new insurance sales comes from clients who have purchased an insurance product from you in the past?
|
|
0% |
6% |
1-10%
|
22% |
11-25%
|
27% |
26-50%
|
24% |
51-75%
|
15% |
|
76-100% |
6% |
Approximately what percentage of your annual commission income comes from renewal commissions?
|
0%
|
9% |
1-10%
|
31% |
11-25%
|
23% |
26-50%
|
17% |
51-75%
|
13% |
|
76-100% |
7% |
|
Training and Education |
Where do you get your continuing education credits?
|
Online/Internet
|
67% |
Live classes/seminars
|
57% |
Webinar
|
16% |
Textbook
|
13% |
Exempt/grandfathered/not required
|
2% |
|
Other |
4% |
Would you attend an industry event (conferences, seminars, etc.) that you were reasonably certain would help you sell insurance more effectively?
|
I would not attend such an event
|
4% |
I would be willing to attend such an event if it took place in my city
|
44% |
I would be willing to attend such an event elsewhere in my state
|
33% |
|
I would be willing to attend such an event outside of my state |
19% |
In the past 12 months, how many insurance events (conferences, seminars, etc.) have you attended?
|
0
|
13% |
1
|
15% |
2
|
23% |
3
|
19% |
4
|
12% |
5
|
5% |
|
6 or more |
12% |
What professional organizations do you belong to?
|
NAIFA
|
38% |
FPA
|
12% |
IIABA
|
9% |
MDRT
|
7% |
AALTC
|
I6% |
CSA
|
6% |
Benefits Marketing Association
|
4% |
IARFC
|
3% |
AALU
|
2% |
GAMA International
|
2% |
|
None |
15% |
|
Other |
30% |
What is your most helpful source of relevant information about the insurance industry?
|
Trade publications
|
19% |
Internet
|
16% |
Brokerage agency (e.g., BGA, wholesaler, marketing organization, etc.)
|
14% |
Educational seminars
|
13% |
Insurance company home offices
|
10% |
Continuing education courses
|
8% |
|
Other insurance agents |
7% |
Professional associations
|
6% |
Industry trade shows & conferences
|
4% |
Personal coach or mentor
|
3% |
Popular news media
|
1% |
|
Other |
0% |
What do you find to be your most valuable source of training?
|
Company-sponsored training
|
43% |
Insurance company-sponsored
seminars
|
38% |
Continuing education courses
|
38% |
Mentor (someone you do not pay)
|
30% |
Other agents
|
29% |
Brokerage agency (e.g., BGA, wholesaler, marketing organization, etc.)
|
24% |
Trade publications
|
19% |
Webcasts
|
17% |
Training materials you purchased
|
11% |
Personal coach (someone you pay)
|
4% |
|
Other |
3% |
|
Brokerage Relationship |
How many brokerage agencies have you written at least one policy through in the past 12 months?
|
0
|
7% |
1
|
31% |
2
|
27% |
3
|
19% |
4
|
6% |
|
5 or more |
10% |
How long have you been working with your primary brokerage agency?
|
Less than 1 year
|
11% |
1 year
|
9% |
2 years
|
15% |
3 years
|
12% |
4 years
|
8% |
5 years
|
9% |
6 years
|
5% |
7 years
|
4% |
8 years
|
3% |
9 years
|
2% |
|
10 years or more |
23% |
What are the most important services your brokerage agency currently provides you to support your insurance sales?
|
Access to multiple carriers/product lines
|
58% |
Live telephone support
|
47% |
Internet access to forms, licensing, case status, commission tracking
|
41% |
Sales training
|
28% |
Product training
|
27% |
Assistance getting cases issued through underwriting
|
25% |
Marketing/point-of-sale material
|
20% |
Leads
|
18% |
Errors and omissions insurance
|
12% |
CE credits
|
11% |
Able to advocate on my behalf to carriers
|
11% |
Large case design
|
7% |
|
Other |
2% |
Approximately how many times in the past 12 months did you contact a brokerage agency you've never worked with to inquire about their products/services/support?
|
0
|
32% |
1
|
18% |
2
|
18% |
3
|
13% |
4
|
6% |
5
|
4% |
6
|
2% |
7
|
0% |
|
8 or more |
6% |
Approximately how many times in the next year do you expect to contact a brokerage agency you've never worked with to inquire about their products/services/support?
|
|
0 |
31% |
|
1 |
17% |
|
2 |
21% |
|
3 |
13% |
|
4 |
6% |
|
5 |
4% |
|
6 |
2% |
|
7 |
0% |
|
8 or more |
5% |
