"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"


These tools were developed by Jon Persky and are used as part of the CIC Agency Management Institute Curriculum.


Any questions should be directed to jon@optperform.com.


Click on the tool below to access the spreadsheet.


Account Profitability

Analyze how much time can be spent on an
account while achieving desired profitability level.

Writing One Account

Determine the time it takes to write one account and
how many new accounts a producer can realistically
write in a year.

Income Statement Comparison

Compare your agency income statement vs.
industry standards.

Producer Goal Setting

Determine the number of calls, appointments and
quotes a producer must have to achieve commission
and premium goals.

Lifetime Value/Retention

Determine the profit on an account over its