OIA's RISE Report - Measure your ascent. Benchmark your goals.

Relevant Insights for Strategic Execution

OIA's R.I.S.E. Report takes your high-level operations data and compares it to your peer agencies from across the state, those within the same region, those within the same premium volume and those of the fastest growing agencies.

You’ll be able to compare growth, determine if your salary and benefit packages are competitive, and gain insights into other critical performance metrics using the R.I.S.E. Report.

The R.I.S.E. Report was developed in-house by OIA specifically to help independent agency owners better understand their businesses and build strategies focused on certain areas of the agency.

You don’t have to be an OIA member to access the R.I.S.E. Report, you simply need to be an independent insurance agency principal.

You'll receive a digital copy of your report with your annual purchase ($499/member, $999/non-member).

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Topics covered in your personalized R.I.S.E. Report:


Product-Line Mix

One of the first steps to running a successful agency is being familiar with the overall assortment of products you're selling, such as understanding which lines of business are written the most and are most profitable. This section identifies the placement percentage of your agency's commercial, personal, and life & health business. It also compares your overall commission rate to your peers and identifies opportunities for improvement.


Carrier Influence

An agency can be successful if it has the right products to offer its clients, and that's dependent on the carriers that the agency chooses to do business with and represent. This section will provide an overview of your top 5 carriers within your agency, including insight into your production and concentration with them over the past five years. This information allows you to track, analyze and leverage data during your carrier negotiations.


Growth Indicators

There are many factors that that can impact the ability for an agency to grow their business consistently. This section will help you understand your growth drivers, how they compare to your peers and where to make future investments in your agency.


Productivity Score

Productivity is a vital part of measuring any service-based organization. In this section, you'll learn about your employee spread to gain insight into your agency's productivity and employee capacity.


Employee Age Allocation

People are the most valuable asset in an agency. In this section, you'll learn what your bench strength is in each role within your agency to determine how you're positioned to serve your clients and successfully transition your business into the future.


GEnerational Health Overview

Attracting talent in your agency is critical, especially as part of your agency's perpetuation planning. This section will provide an overview of the age and experience of your staff and their impact on the overall production and service of the business.


Weighted OwnershiP Age

The broader the agency ownership, the more valuable the agency will be compared to narrowly held agencies. You'll learn about your Weighted Average Shareholder Age (WASA) and how it may pose a threat to your agency's talent retention and perpetuation strategy.


Employee Compensation

Compensation is important for recruiting and retaining talent. Gain a competitive advantage by knowing how your compensation structure compares to other agencies of your size and in your area.


Employee Benefits

Are you offering health benefits, retirement, vacation time, life insurance, disability, education assistance, flex time? See how you stack up to other agencies of your size and in your area.


Talent Acquisition Tips

It's estimated that by 2020, millennials will make up over 45% of the workforce. Learn what millennials want from a new job and how to attract young talent into your agency.

Ready to gain insight into your agency's operations?

Click the button below to complete your agency's R.I.S.E. Profile!

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