The Pros Measure Everything, Now You Can Too
Every great coach works from data. Pick the professional assessment that fits the conversation you need to have. The person gets a full report and PDF, and you get a private manager debrief that tells you exactly how to coach them.
Sports Measures Every Throw, So Who's Measuring Your Agents?
Pro teams measure every throw, every jump and every 40-yard dash before they invest a dollar in a player. Insurance recruiting is a coaching system too, yet almost nobody measures the people they're coaching.
What a Pro Team Knows
What You Can Know Now
You wouldn't draft a player without the numbers, so why build a team without them?
Are You Their Coach, or Just Their Upline?
Most uplines live on the surface: production numbers, contests and the next meeting. Coaches go deeper. Assessments are how you get there.
Living on the Surface
- Guesses why an agent stalls
- Coaches everyone the same way
- Finds out about problems after they blow up
- Has the same small talk every week
- Loses agents without ever knowing why
Owning the Relationship
- Knows what drives each agent and what drains them
- Coaches to the person, not the average
- Sees conflict coming before it happens
- Has real conversations about real things
- Builds agents who stay, grow and lead
Assessments take your relationship from small talk to the conversations that change careers.
Hard Conversations Without Anyone Feeling Attacked
When you tell an agent they push too hard, it feels personal. When their own report says it, it's just data. The assessment becomes the neutral third party, so both of you can talk honestly about what's really happening, without anyone getting defensive.
That's how you head off conflict before it starts, and how a coaching relationship gets real.
Six Professional Assessments Built for Insurance
Each one answers a different coaching question. Start with the one that fits what you're working on with an agent right now.
Agent DNA
A full operating manual: work style, DISC, motivation, money, coaching, pressure, producer and recruiter profile.
Communication & Conflict Profile
Seven communication dimensions at their best and under pressure, conflict response, sales and recruiting conversations.
Producer Growth Barrier Assessment
Thirteen production barriers ranked by impact: call reluctance, follow-up, closing, consistency and more, with the root cause and a 30-day plan.
Producer Strengths Profile
Twenty-four producer talents across four domains: their Top 5 strengths, Producer DNA, selling and prospecting style, ideal production model and role fit.
Leadership & Recruiting Profile
Leadership and recruiting orientation, the team-building lifecycle, top growth leaks, coaching and accountability style, and a 30 and 90-day plan.
Motivation & Drive Profile
Twelve motivation drivers in four engines, how money, competition, recognition and autonomy land, the risks that drain their drive, and exact language to motivate them.
See Exactly What You Get
These are real reports from the tool. Pick an assessment, then switch between the agent's report and your private manager debrief.
Every section in this report
Sample profiles shown with fictional names. Every report also downloads as a polished PDF.
Your Playbook for Every Person on Your Team
The agent gets their full report. You get a private debrief written for the coach: how to lead them, what to say, what not to say and what to work on first. It lives in your dashboard, eyes only.
Send One Link, Get the Whole Picture
Pick the Assessment
Choose the one that fits the conversation you need to have with this person.
Send a Private Link
Text it, email it or copy it. No login needed, and they can start on a phone and finish on a laptop.
They Get Their Report
The moment they finish, they get their full report and PDF. They never see your debrief.
You Get the Debrief
Results land in your dashboard, grouped by person, with the manager debrief one click away.
Assessments That Reach Past the Business
Everything above is about how you work. These are about how you love, listen, argue and show up at home. A strong home is the foundation every small business owner builds on, so these are private to the person who takes them, with no manager debrief, ever. Take one, compare with your partner, and keep it in your pocket for the next hard conversation.
Couples & Relationships
6Communication, conflict, connection, expectations, trust and the partner you bring.
Relationship Communication Profile
Eight communication dimensions, your primary and secondary style, the one that shows up under stress, and a 30-day plan.
Conflict & Repair Assessment
Ten conflict dimensions, your most likely conflict loop with a way to interrupt it, and the repair habits that end arguments instead of pausing them.
Love, Connection & Appreciation Profile
Ten kinds of connection, how you most naturally give each one and how strongly you receive it, and the mismatch most couples never name.
Relationship Expectations Alignment Assessment
Twelve areas of life, from money to the future, scored on how clearly each has been discussed and agreed. Built for couples mode.
Emotional Safety & Trust Profile
Ten behaviors that build security and trust, what helps you feel safe, what disconnects you, and what your partner may need from you.
Better Partner Assessment
Fourteen dimensions of your own behavior in the relationship, your strongest qualities, three growth opportunities and a 7-day challenge for each.
Parenting
4How you show up for your children, and the connection with each one.
Fatherhood Strengths & Growth Profile
Fourteen dimensions of fatherhood, the father your child may experience, what they may need more of, and age-based recommendations.
Motherhood Strengths & Growth Profile
Fourteen dimensions, where you may be doing too much or too little, sustainability instead of guilt, and age-based recommendations.
Parenting Strengths & Growth Profile
The universal version of the parenting profile for any parent, stepparent, guardian or caregiver.
Parent–Child Connection Assessment
Pick one child. Fourteen connection dimensions, your strongest connection points, where connection may be weakening, and three things to try this month.
Warm, Honest and Built to Use
Every personal report ends with something to do: a loop to interrupt, a way to connect and a 30-day plan with one small action a week.
Every section in this report
Sample profiles shown with fictional names. Every report also downloads as a PDF.
Built for Anyone Who Develops People
Agency Owners
Know every agent on your team, coach them to their strengths and keep the ones you've invested in.
- Fewer surprises, less turnover
- Coach to the person, not the average
- Results grouped by person
Coaches & Uplines
Step into the coach role with data that starts the deeper conversations and keeps them from getting personal.
- A debrief for every assessment
- What to say and what not to say
- 30 and 90-day plans
Recruiters
Send an assessment to a new recruit and start the relationship with a real conversation about who they are.
- One private link per person
- No login needed to take it
- Their report, your debrief
Assessments FAQ
What do the people I invite see?
They open a private link, see their name filled in, take the assessment and get their full report and PDF the moment they finish. They never see your manager debrief, your dashboard or anyone else's results.
What do I see?
Every completed result lands in your dashboard, grouped by person. Each one opens on your private manager debrief, with the full report they received one click away. Both download as PDFs.
Do they need an account or a login?
No. Each person gets their own private link. Their answers save as they go, so they can start on a phone and finish on a laptop.
Can I take the assessments myself?
Yes. Take any assessment yourself and get your own report. Many coaches start there so they know exactly what their agents will experience.
Which assessment should I start with?
Agent DNA is the full operating manual and the best place to start. Add the Communication & Conflict Profile to head off friction, and the Producer Growth Barrier Assessment when production stalls.
Are the Relationships & Family assessments shared with managers?
Never. They're private to the person who takes them, with no manager debrief. Couples mode lets two partners each take one privately and see only a comparison once both finish.
How do I get access?
Buy now to get started today, or book a demo and we'll walk you through the reports. Questions? Call (937) 795-6678.
Stop Guessing and Start Coaching
Send one assessment today and have the most honest conversation you've ever had with an agent this week.