Agency Systems Score by DIM
AAgency Systems Score by DIMBuilt for insurance agencies
Free 3-minute assessment

How well does your agency actually run behind the scenes?

Find where your agency is losing time, leads, and opportunities across the customer lifecycle—and what to improve first.

No costInstant scorePractical recommendations
A clearer view of your agency

One score. Five systems that shape every client relationship.

01

Lead Management

02

Follow-Up

03

Sales Pipeline

04

Client Onboarding

05

Retention & Growth

Built for a real agency day

Answer honestly. Leave with a useful priority.

01

Assess

Answer 15 specific questions about how work moves from new lead to long-term client.

02

Compare

See an overall score and a clear breakdown across five customer lifecycle systems.

03

Improve

Get focused recommendations for the area likely costing you the most time or opportunity.

Better systems don’t replace good people. They help good people do their best work.

Agency Systems Score by DIM

Customer lifecycle systems for insurance agencies.

Choose the answer that best reflects today—not where you want to be.
Assessment complete
Your score is ready

See where your agency can improve first.

Enter your details to unlock your full scorecard, category breakdown, and practical next steps.

Your information stays private.We’ll use it to personalize your report and follow up about your results. No spam.

Unlock your scorecard

Demo submission for V1 · Ready to connect to your lead pipeline.

Your scorecard
Your agency systems score
0/100

Your score reflects how consistently your agency moves people from first inquiry through long-term client growth. Use the breakdown below to decide what to improve first.

Your scorecard

Five systems. One clear picture.

Each category is scored from your answers. Your lowest category is highlighted as the strongest place to begin.

Your first priority

Recommended next steps
01

Document the current process, owner, and handoff points.

02

Create one consistent workflow with clear timing and accountability.

03

Track completion and outcomes so the system improves over time.

Keep improving

Turn your score into a stronger customer lifecycle.

Start with the lowest-scoring system, make the work visible, and improve one repeatable process at a time.

Your answers stay in this browser only.