The Trusted Advisor Audit

A Self-Assessment Framework for P&C Insurance Professionals

Rates are flattening. Clients are paying closer attention. And the accounts that felt stable last quarter may already be at risk. How your clients engage with you tells you everything about how they see your role — before it shows up in your retention numbers.

• 73% of clients want contact beyond renewal
• 3× more likely to renew — high-trust clients
• 31% of agents consider proactivity a strength

What you’ll get

• A 7-signal self-assessment to identify which accounts are quietly at risk
• Specific “What to Do” actions for each signal — no vague advice
• A printable scorecard: Strong / Developing / At Risk for every dimension
• Research-backed insights from J.D. Power, McKinsey, Bain, and Accenture

Download the audit – it is complimentary!