Success in this business isn’t about guessing—it’s about knowing. At Equis Financial, we provide the tools you need to track your numbers and make informed decisions that drive your growth. Whether you’re aiming for a promotion, monitoring business trends, or keeping an eye on key performance indicators, leveraging Equis’ technology can set you up for long-term success.
Track Your Promotions
Reaching Elite Producer or Manager status doesn’t happen by accident—it takes strategy and tracking. Our platform makes it easy to see where you stand and what steps you need to take to hit your next milestone. By keeping a close eye on your production levels, team growth, and overall performance, you can ensure you’re always moving forward.
Key Metrics to Monitor
Equis provides the tools to track the numbers that matter most. Here are some of the key performance indicators (KPIs) you should be monitoring regularly:
Application Status – How many policies are you submitting each week, and how many are being paid? Are any requirements missing?
Placement & Persistency – How many of your applications are being approved and staying on the books?
Debt Management – Are you keeping your business financially sound?
Recruits & New Writers – How is your team growing, and how quickly are new agents getting started?
Client Tracking – Are you following up with existing clients to maximize retention and referrals?
Business Trends: Insights from Barry Clarkson
On a recent Go Now call, Barry Clarkson emphasized the importance of tracking business trends. The most successful agents don’t just react to changes; they anticipate them. By analyzing your numbers over time, you can identify patterns, adjust your strategy, and capitalize on opportunities before they pass you by.
Leverage Equis’ Technology for Smarter Business Decisions
The Equis Agent Dashboard puts all this data at your fingertips, allowing you to make strategic decisions with confidence. By consistently tracking your numbers, you can stay on top of your business, reach new milestones, and build a thriving agency.
If you’re not already using these tools, now is the time to start. Stay engaged, stay informed, and take control of your success!