Market Research

We are insurance industry experts. All of our work is highly customized. We specialize in:

  • Market Analysis
    Looking for a lucrative niche? Not sure of the strength of the competition in other states or regions? We can guide you on what are the viable niches and where they will be most profitable.

  • Competitive Intelligence
    What are your agency's competitive advantages? What are your competitor's competitive advantages? We show you how to strategize the information to keep your top clients and win business from your competitors.

  • Benchmarking
    How does your agency compare to other agencies? What areas need improvement? Which areas are already excellent?

  • Current Employee Surveys
    We can help you to retain valuable employees by finding out why they stay and why they would leave and what you need to do to keep them.

  • Top Agents Surveys
    We will pinpoint what your top agencies need to do to give your company even more business.


Utilizing psychographic research that we have done over the past 19 years, we are able to interpret the buying behavior of your top clients. We target the clients of your choice by having them participate in answering a psychographic-based survey. The results predict future client behavior.

  • Current Client Surveys
    We will survey your current "A" and "B" clients to uncover what they like most about working with your agency. What value-added products are they willing to pay a fee for?

  • New Client Surveys
    We will utilize the survey as a competitive advantage in attracting prospective clients.

  • Former Client Win Back Program
    We call your former clients to uncover why they left and what you can do to win them back.
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