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  1. Help Topics
  2.  » What is an Agency Scorecard?

What is an Agency Scorecard?

Find out what you can learn with your monthly Agency Scorecard.
January 28, 2020

You are being recommended to online insurance shoppers

As an Advantage subscriber, you receive a monthly Agency scorecard that includes the number of times your agency profile was recommended to shoppers on that month.

Here is what you’ll see every month on your Agency Scorecard:

  • Number of times your agency was recommended: Each time your agency was shown to a consumer looking for insurance that matches your agency’s appetite. Those are shoppers can choose you!
  • Number of insurance shoppers near you: The amount of potential customers on that were within 60 miles of your agency.
  • Bonus: A few tips and tricks on how to make your agency profile stand out and be chosen by shoppers.

You may be asking, what’s the difference between agency recommendations and referrals?

In order to get a referral, your agency must be recommended first to a consumer actively searching for insurance on The scorecard gives you the number of times your agency’s profile was presented as a recommendation to an insurance shopper whose needs match your appetite on If the consumer chose your profile, then it becomes a referral.

The Client Success team is here to help you excel. If you have a profile how-to question or want a simple walk-through, contact at (855) 372-0070 or message us here.

Not an Advantage subscriber? Subscribe today.

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