Unlock Sustainable Growth with the IMO Growth System Diagnostic Scorecard
Benchmark Your Operations and Identify the Real Barriers to Scale
Most insurance organizations don’t stall from lack of effort—they’re bottlenecked by an unseen constraint. This 3–5 minute diagnostic scores your entire growth system (0–100), breaks down your performance across key areas, and shows your two biggest gaps—so you know exactly what to fix next. Get instant clarity on what’s slowing your growth.
Assess Your IMO Across Six Core Growth Drivers
Recruiting
Evaluate how consistently and effectively you attract, qualify, and convert new agents into your organization.
Onboarding
Measure the speed and structure of your onboarding process to ensure new agents are activated quickly and effectively.
Activation
Assess the systems that drive agents to their first production milestone and ongoing engagement.
Retention / Persistency
Understand the processes that maximize agent retention and policy persistency for sustainable growth.
Leadership / Duplication
See how well your organization develops leaders and drives duplication to scale depth and width.
Infrastructure / Data
Review the strength of your data, systems, and operational infrastructure that support scalable, repeatable execution.
