» How Is Your Profile Performing? See Your Improved Agency Scorecard
How Is Your Profile Performing? See Your Improved Agency Scorecard
Get a comprehensive look at the value you receive through your Advantage profile with your quarterly Agency Scorecard.
Published: May 3, 2024
The Agency Scorecard is a powerful tool designed exclusively for independent insurance agents with an Advantage subscription. This comprehensive scorecard offers you and your business a dynamic visual presentation of the value received through your Advantage profile. Each quarter, we analyze your profile’s optimization and completeness, the number of referral opportunities you received, and several other key metrics essential for enhancing your online presence and connecting with consumers. With the Agency Scorecard, you tap into unparalleled insights on your Advantage performance, unlocking your profile’s full potential to help you compete in the digital insurance landscape.
Total Advantage Score
The Advantage Score gauges the value your agency receives in relation to the cost of your subscription during a specific quarter. The calculation of the value-ROI percentage is based on industry pricing standards for each of your subscription’s components.
Score & Value ROI %
A+
> 200%
B-
80% – 100%
A
150% – 200%
C+
65% – 80%
B+
120% – 150%
C
50% – 65%
B
100% – 120%
D
< 50%
Total Value Received
This number is the estimated total value your agency receives by taking advantage of the products and services available to you through your Advantage subscription.
Total ROI
The ROI is the rate of value returned that your agency receives from its profile relative to the total cost of your Advantage Subscription.
Subscription-Level Metrics
The value of Advantage subscriptions stacks up from level-to-level. For example, if you have an Advantage Professional subscription, our highest tier subscription offering, you receive cumulative benefits from every other subscription level beneath it. We’ve broken down each profile metric by level below so you can see how it all adds up.
Advantage Profile: Be Recognized and Understood
Metric
Definition
Your Agency Showcased in the National IA Directory
The agency’s profile is configured and visible on TrustedChoice.com.
Total TrustedChoice.com Shoppers
The total number of all visitors to the TrustedChoice.com website and associated content pages.
Total {State} TrustedChoice.com Shoppers
The total number of visitors to the TrustedChoice.com website and associated content pages within the agency’s state.
Total Local TrustedChoice.com Shoppers
A local subsection of your state’s total shoppers.
Number of Appointed Carriers Listed in Your Profile
Total number of carriers listed on your agency’s profile.
Number of IA Carriers Subsidizing Your Profile
Number of carries identified by your agency who are also Advantage carrier partners.
Your Agency Branded Impressions
The total number of times your agency’s profile or badge appears on TrustedChoice.com from all sources.
Your Value Received
The total estimated value received from your agency’s profile on TrustedChoice.com. Your value is based on a handful of factors:
The sum of the count of your state visitors
Branded impressions
The marketing subsidy of your participating eligible carriers
Etc.
Your ROI
The ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.
Your Score
The Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.
Advantage SEO: Be Found Online
Metric
Definition
Search Engine Crawls of your Agency Profile (Google, Bing, Yahoo, etc)
The number of times a search engine has crawled your Agency’s Advantage profile, reviews, team members, etc.
Search Engine Crawls of your Agency Website and Social Properties
The number of times a search engine has crawled your agency’s backlinks, including website links and social property links.
Posted Consumer Reviews of Your Agency
The number of consumer reviews listed on your agency’s Advantage profile.
Your Agency Five-Star Rating
The average rating of all reviews posted to your Advantage profile.
Your Value Received
The SEO benefit received by your agency considers several factors:
Direct clicks: The number of times consumers have directly clicked on your content
Crawling frequency: How often search engines have visited and analyzed your content
Consumer reviews: The total quantity of reviews from consumers
Review quality: The overall quality of those reviews
Etc.
In summary, this value reflects the impact of TrustedChoice.com’s SEO work on your agency’s visibility and reputation.
Your ROI
The ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.
Your Score
The Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.
Advantage Preferred: Be Recommended to Your Preferred Prospects
Metric
Definition
Your Preferred Appetite Configured and Displayed
Your agency’s preferences are actively managed and updated within the TrustedChoice.com platform, ensuring optimal alignment with agency requirements and enhancing overall value.
IA Directory Recommendations of Your Agency
Number of times your agency was recommended on the TrustedChoice.com homepage or agent directory.
Lines of Business Content-Page Recommendations
The number of times your agency was recommended on content pages matching your geographic location and agency appetite.
Precise Appetite-Matching Funnel Recommendations
The number of times your agency was referred to appetite-matching consumers within the TrustedChoice.com funnel.
Your Value Received
The value received by your agency by being recommended by TrustedChoice.com to online shoppers. This is based on:
Directory recommendations
Content page recommendations
Funnel recommendations
Having an upgraded profile with additional features
Etc.
Your ROI
The ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.
Your Score
The Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.
Advantage Professional: Be Referred and Connected to Online Buyers
Metric
Definition
Personal Lines Claim-it Notifications Received
The total number of appetite-matching Personal Lines Claim-it Notifications delivered to your agency.
Commercial Lines Claim-it Notifications Received
The total number of appetite-matching Commercial Lines Claim-it Notifications delivered to your agency.
Life & Annuities Claim-it Notifications Received
The total number of appetite-matching Life and Annuities Claim-it Notifications delivered to your agency.
Personal Lines Referrals Claimed
The number of appetite-matching Claim-it opportunities claimed.
Commercial Lines Referrals Claimed
The number of appetite-matching Claim-it opportunities claimed.
Life & Annuities Referrals Claimed
The number of appetite-matching Claim-it opportunities claimed.
Personal Lines Consumer Choice Referrals Received
The number of Personal Line shoppers who have chosen your agency through the TrustedChoice.com.
Commercial Lines Consumer Choice Referrals Received
This represents the count of Commercial Line shoppers who have chosen your agency through the TrustedChoice.com.
Life & Annuities Consumer Choice Referrals Received
This represents the count of Life and Annuity shoppers who have chosen your agency through the TrustedChoice.com.
Your Value Received
The estimated value of appetite-matching, high-intent referrals sent to your agency by TrustedChoice.com. The value is based on:
The number of Consumer Choice referrals
Total Claim-it notifications sent to your agency
Number of actual referral claims
Value of additional subscription features, including Claim-it
Etc.
Your ROI
The ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.
Your Score
The Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.
Profile Optimization
In this section, we look at your agency’s profile and score it based on how customized it is. Taking time to personalize your profile greatly influences how potential customers and search engines view your agency. Your rating is based, in part, on the presence of these features on your profile:
Your agency’s logo or photo of your agency
Names and photos of individual team members
Links back to your website and social media properties
Customer reviews
To add these elements and improve your profile’s optimization score, log in to your dashboard to edit your profile. Not an Advantage Subscriber? Maximize your ROI with one of our Advantage profile options, or schedule a demo now with one of our experts to walk you through how you can get in front of high-intent insurance prospects.
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