Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
As the industry shifts, some advisors find it difficult to tout their agencies
Methodology for the Insurance Advisors' Report Card
Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs