Your R.I.S.E. Profile must be completed and submitted via the IntellAgents Portal (intellagents.io). If you received direct email communications from your State Association about IntellAgents and our products, that email address is directly connected to your user account on the IntellAgents Portal. You must use this email address to log in and complete your R.I.S.E. Profile.

When you are ready to log in for the first time, click the “Log In” button in the upper right-hand corner, which will take you to a login screen. From here, you must click the “Forgot Password” link. Enter in the same email address from which you’ve received communications about the RISE Report/Profile, then click the “Send Password Reset Email”. You should receive a link via email to reset your password, after which you can log into the IntellAgents Portal and complete your profile! Once you are logged in, click “RISE” in the header menu.

If you have any questions about the email associated with your user account, please contact your State Association.

Before you get started, please make sure you have the following information:

• Agency Profile: This section will cover basic agency information, from ownership type to agency management system to benefit plans your agency offers. This section will give us high-level details on who your agency is, including FEIN and NPN numbers as well as your Agency Management System.
• Book of Business: This section is where you will enter in the dollar amounts of your premiums and commissions from the previous five years (e.g. 2015-2019), broken out by Commercial Lines, Personal Lines, and Life & Health. In addition, we’ll ask whether you have acquired or divested any books of business and the respective premium amount.
• Partnerships: This section will cover your top 5 carrier appointments, as well as your alliance/network affiliations, for the last 3 years. You will need the respective premium volumes, commissions, co-op dollars received, loss ratios, etc. for each of your partnerships. Please list your carriers starting with the highest premium volume first and ending with the lowest premium volume.
• Employee Roster: This section is comprised of employee-specific information for your entire roster over the last 12 months, including name, role, birth date, compensation, annual bonus and percent of ownership. Please ensure that each employee can be uniquely identified (by name and birth date) and that the sum of ownership percentages equals 100%.

Please note that when entering data, enter full figures only. Do not use commas, $, %, or any other symbols.

You can also find this information on our R.I.S.E. Things to Know page.

If you need another employee who oversees your personnel or HR to complete the profile on behalf of the agency, please reach out to us at contact@intellagents.io.

Once you have the information noted above, it should take about 30-45 minutes to complete, depending on the size of your agency. We strongly recommend that you compile this information in advance to help make the process smoother and quicker for you!

The profile must be completed and submitted electronically. However, if you would like a PDF copy to use as a tool to help prepare for filling out the online profile, you may request a copy from your State Association.

Absolutely! This functionality is automatically built into the form when you click the ‘Next’ button in the bottom right-hand corner. Clicking the ‘Next’ button is the only way to save your progress and complete your profile at a later date.

Yes! Although the profile asks for specific data such as names and birth dates of agency employees, all responses are kept strictly confidential and reported only in the aggregate. No one will be able to identify a specific person or agency.

It is very important that we can uniquely identify each of your employees in order to accurately compile the employee-specific pages of your R.I.S.E. Report (i.e. Generational Health, Employee Salary, Weighted Average Shareholder Age, Gender Breakdown) as well as deliver your report in a timely manner.

If you do not feel comfortable sharing full employee names and birth dates, you can use the options below:

• Employee Name:
  • Full first name for first name, and Last initial for last name
• Employee Birth Date:
  • 01/01/Birth Year for their birth date

We require a full first name as this helps us identify the employee’s gender for the Gender Breakdown section. We also need the correct birth year as this generates the employee’s age for the Generational Health and Weighted Average Shareholder Age sections.

Nope! Once you fill out the R.I.S.E. Profile in it’s entirety, everything will pre-populate the next time you log in to update your information. If you decide to purchase a report the following year, all you’ll need to enter is book of business and carrier data from the most recent year, as well as confirm your employee roster (and respective salary information) is still up-to-date!

“Garbage in, garbage out.”

We understand that this is sensitive information and that it takes time to compile and enter into the profile. However, everything that we ask for directly correlates to what you receive in your R.I.S.E. Report. In order to provide you with the most accurate report and create these valuable benchmarks for you and your fellow independent agents, we need real data, not approximations. If you provide us with incomplete or inconsistent data, we may ask you to log back in to correct the discrepancies, otherwise you’ll receive an incomplete or inaccurate report.

If you have any questions about the profile and how it relates to your report, please reach out to us at contact@intellagents.io.

You’ll receive a copy of your personalized R.I.S.E. Report within 15 days of your purchase.

If your data looks inaccurate or you entered something incorrectly, you have 30 days after you receive it to update your data to obtain an updated report at no additional cost.

Your Salary Survey must be completed and submitted via the IntellAgents Portal (intellagents.io). If you received direct email communications from your State Association about IntellAgents and our products, that email address is directly connected to your user account on the IntellAgents Portal. You must use this email address to log in and complete your Salary Survey.

When you are ready to log in for the first time, click the “Log In” button in the upper right-hand corner, which will take you to a login screen. From here, you must click the “Forgot Password” link. Enter in the same email address from which you’ve received communications about the Salary Survey/Compensation Report, then click the “Send Password Reset Email”. You should receive a link via email to reset your password, after which you can log into the IntellAgents Portal and complete your survey! Once you are logged in, click “Salary Survey” in the header menu.

If you have any questions about the email associated with your user account, please contact your State Association.

Before you get started, please make sure you have the following information:

Required information:

• Agency information (e.g. FEIN, NPN, ownership type, etc.)
• Total annual P&C Premium and Commission for last year
• Benefits offered and agency contribution information
• Number of agency owners and respective ages/ownership percentages
• Number of employees per role in your agency
• Total payroll expense, as well as minimum and maximum salaries, by role
• Average, minimum and maximum employee ages

Optional information (detailed employee information):

• First and last names
• Roles
• Birth dates
• Hire date
• Termination date (if applicable)
• Full time or part time
• Base salary, commission and annual bonus for last year
• Ownership percentage
• Primary designation

Please note that when entering data, enter full figures only. Do not use commas, $, %, or any other symbols.

You can also find this information on our Salary Survey page.

If you need another employee who oversees your personnel or HR to complete the survey on behalf of the agency, please reach out to us at contact@intellagents.io.

Once you have the information noted above, it should take about 15-30 minutes to complete, depending on the size of your agency and whether you decide to complete the optional section with detailed employee-specific information.

• The required portion of the survey will cover general agency information, benefits offered and aggregated salary information for each role in your agency. After you complete this part of the survey, you will have the option to continue on to the optional portion or submit your survey as is.
• The last portion of the survey is optional but highly encouraged, as it gives us the ability to provide you with the most robust benchmarks possible. This section will focus on detailed employee information, including individual compensation information, birth dates and designations.

We strongly recommend that you compile this information in advance to help make the process smoother and quicker for you!

The survey must be completed and submitted electronically. However, if you would like a PDF copy to use as a tool to help prepare for filling out the online survey, you may request a copy from your State Association.

Absolutely! This functionality is automatically built into the form when you click the ‘Next’ button in the bottom right-hand corner. Clicking the ‘Next’ button is the only way to save your progress and complete your survey at a later date.

Yes! All responses are kept strictly confidential and reported only in the aggregate. No one will be able to identify a specific person or agency. Although the detailed employee information section of the survey asks for specific data such as names and birth dates of agency employees, it is very important that we can uniquely identify each of your employees in order to accurately compile and report on employee-specific benchmarks.

If you do not feel comfortable sharing full employee names and birth dates, you can use the options below:

• Employee Name:
  • Full first name for first name, and Last initial for last name
• Employee Birth Date:
  • 01/01/Birth Year for their birth date

We require a full first name and birth year as this helps us identify the employee’s gender and age.

As your Salary Survey only asks for prior year information, if you decide to complete it again next year, you will need to enter your P&C premium and commission information for the most recent year.

However, all benefits and employee-related information will pre-populate the next time you log in! You will just need confirm the respective data is still up-to-date and make any necessary changes!

“Garbage in, garbage out.”

We understand that this is sensitive information and that it takes time to compile and enter into the survey. However, everything that we ask for directly correlates to what you receive in the Compensation Report. In order to provide you with the most accurate report and create these valuable benchmarks for you and your fellow independent agents, we need real data, not approximations. If you provide us with incomplete or inconsistent data, we may ask you to log back in to correct the discrepancies, otherwise you’ll receive an incomplete or inaccurate report.

If you have any questions about the profile and how it relates to your report, please reach out to us at contact@intellagents.io.

Your annual QuickClicks BDT subscription gives you access to all of our QuickClicks online tools for one year!

Any data that you enter when using QuickClicks BDT is only stored in our database if you click the “Save” button. In addition to built-in pre-population of your data from your previous Salary Survey or RISE Profile, this functionality was added to improve the customer experience.

Check out this how-to document to learn about the specific changes to QuickClicks BDT as well as instructions on how to use the tools!