This survey will ask general agency questions such as agency size, mix of business and high-level agency-specific questions. Then you will be asked payroll and benefit information such as total annual payroll, questions about agency-provided insurance (health, dental, vision), other agency benefits, and outsourced services. Lastly, it will ask you about employee-specific pay structure.

For agencies with a smaller staff size, you are welcome to enter in the information directly in the survey. If you have a larger number of employees (more than 10 employees), then you can elect to use the provided Excel template to securely upload employee-specific pay information for all agency employees.

If your state association is participating in the multi-state Agency Compensation 360 survey, they provided Catalyit with an owner or principal who will be invited to participate in the survey. That individual will either need to participate directly or appoint another individual to participate in order to gain exclusive access to the analytics dashboard. In order to add a different user to complete the survey, please email comp360@catalyit.com with the individual's name, email and position.

Please note: this individual will have access to the results and data.

You can participate if you are an active member of any of these Big "I" Associations:

• Alabama Independent Insurance Agents
• Big I Arkansas
• Independent Insurance Agents and Brokers of Arizona
• Independent Insurance Agents and Brokers of California
• Professional Independent Insurance Agents of Colorado
• Big I Connecticut
• Florida Association of Insurance Agents
• Independent Insurance Agents of Georgia
• Independent Insurance Agents & Brokers of Idaho
• Big I Illinois
• Big I Indiana
• Kansas Association of Insurance Agents
• Big I Kentucky
• Independent Insurance Agents & Brokers of Louisiana
• Massachusetts Association of Insurance Agents
• Big I Maryland
• Maine Insurance Agents Association
• Big I Michigan
• Big I Minnesota
• Missouri Association of Insurance Agents
• Big I Mississippi
• Big I Montana
• Independent Insurance Agents of North Carolina
• Big I New Hampshire
• Big I New Jersey
• Nevada Independent Insurance Agents
• Big I New York
• Ohio Insurance Agents Association
• Big I Oklahoma
• Big I Oregon
• Insurance Agents & Brokers of Delaware
• Insurance Agents & Brokers of Pennsylvania
• Independent Insurance Agents of Rhode Island
• Independent Insurance Agents & Brokers of South Carolina
• Insurors of Tennessee
• Independent Insurance Agents of Texas
• Independent Insurance Agents & Brokers of Washington
• Independent Insurance Agents of Wisconsin

Please use your agency’s information from the most recently completed calendar year. The survey collects historical information about compensation, benefits, and workforce practices, not plans or projections for future years.

Agencies that complete the survey and are members of a participating state association receive complimentary access to the full analytics portal.

Agencies that do not qualify for complimentary access may purchase access to the portal. Please contact comp360@catalyit.com for more information.

Your agency’s information from the prior year will automatically carry over and prefill the current year's survey. Follow the instructions provided to review and update the pre-populated information, then submit your agency’s current compensation, benefits, and workforce data.

Dashboard access is available immediately after the survey is submitted. Once the submission is complete, the Analytics Dashboard section within the survey will become available.

The dashboard provides aggregated industry data to help your agency:

• Explore compensation data by position
• View results by region and agency size, where reporting thresholds are met
• Review reported employee benefits and workplace policies
• Explore producer compensation structures
• Gain industry context for internal budgeting and compensation reviews
• Review workforce trends alongside your agency’s own recruiting and retention needs

Survey results are informational and do not recommend compensation levels. Each agency independently determines its own compensation, benefits and employment practices.

Currently, the analytics portal is expected to offer the ability to filter data by: state, region within state (if you are a Big "I" member of that state), agency size, role, and more.

Analytics are subject to automated aggregation and suppression controls designed to prevent identification or reasonable inference of any participating agency's or employee's information. Certain filter combinations will therefore be unavailable when participation or data concentration does not satisfy established reporting thresholds.

Data security and privacy is taken very seriously. All information submitted will remain highly confidential and only be accessible to certain employees involved in the survey process at Catalyit. Your information submitted will never be sold, shared, or otherwise disseminated prior to being aggregated and anonymized. All information gathered will be stripped of agency name, respondent name and other identifiable information. The analytics portal will include summarized statistics and facts without any possibility of identifying the agency or employee that responded.

The platform used to gather the data is SOC2 Type II Compliant. SOC 2 is a framework applicable to all technology service or SaaS companies that store customer data in the cloud to ensure that organizational controls and practices effectively safeguard the privacy and security of customer data.

Agency Compensation 360 is an informational benchmarking resource designed to provide independent insurance agencies with historical, aggregated market information concerning compensation, benefits, workforce practices, and related industry trends.

All Agency Compensation 360 information is collected, managed, aggregated, and reported by Catalyit. Participating associations and agencies are not provided access to another participant's identifiable compensation or workforce information.

Results are subject to aggregation, concentration, and suppression controls intended to prevent the identification or reasonable inference of information attributable to any individual agency or employee. Certain geographic, role, agency-size, or other filter combinations may therefore be unavailable.
Agency Compensation 360 does not establish, recommend, coordinate, suggest, or prescribe salaries, wages, commission levels, bonuses, benefits, staffing levels, hiring practices, or other terms or conditions of employment.
Each participating agency is solely responsible for independently establishing its compensation, benefits, hiring, staffing, and employment practices based upon its own circumstances, business judgment, and lawful competitive considerations.

Participants must not use Agency Compensation 360, Catalyit programs, association meetings, consulting engagements, webinars, discussion forums, or other related activities to communicate or coordinate with competitors regarding current or future compensation levels, compensation strategies, hiring intentions, employee recruiting, staffing decisions, or other competitively sensitive employment practices.

Agency Compensation 360 is intended solely to provide historical and aggregated informational context and should not be interpreted as guidance concerning what any agency should pay or what employment practices any agency should adopt.