Find out what your operational gaps are actually costing you — in dollars.
Answer 10 questions across 5 key areas. In 3 minutes, you'll get a personalized cost estimate for your agency — based on your team size and hourly rate.
Based on benchmarks from 100+ agencies and industry data from Reagan Consulting, Agency Performance Partners, and IDC.
Five categories. Ten questions. A complete picture of where you stand.
Each category is benchmarked against data from 100+ agencies. You'll see exactly how your operations compare — and where the biggest wins are waiting.
Commission Management
How you process carrier statements and manage producer splits
Renewal & Retention
How you manage the renewal process and keep your best clients
Client Service
How you handle service inquiries and benefits communication
Technology & Data
How many systems you juggle and whether your data actually flows
Workflow & Scale
Whether your processes can grow with you — or hold you back
Real agencies. Real results.
"Last year during the 4th quarter, I was working about 70 hours a week, so putting in 30 hours overtime every week. It was brutal. Since the implementation of BenefitsGuide, I haven't had to do any overtime."
Ready to see what your operations are actually costing you?
Ten questions. Three minutes. A personalized cost estimate with your agency's name on it.
Start Your Assessment
See how your operations stack up across commissions, renewals, service, technology, and workflows.
Talk to Us First
Not ready for an assessment? Start with a 15-minute conversation with Jason.
Book 15 MinutesGet Your Personalized Results
See your full breakdown with benchmarks and next steps.
We'll also email you a shareable link to your results.