Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#182 - Revenue Per Employee: The Insurance Agency KPI Every Owner Should Track
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In this Coffee Break episode of Business Refocused, Carey and Lindsay explain why revenue per employee is one of the most valuable benchmarks for measuring an insurance agency's operational efficiency and growth capacity.
They break down how to calculate the metric, who should be included in the employee count, and why the benchmark is evolving as agencies adopt virtual employees, automation, and AI. The conversation also explores how revenue per employee can help agency owners evaluate staffing decisions, technology investments, and future growth opportunities.
Key takeaways include:
- How to calculate revenue per employee
- Why agency owners and virtual employees should be included
- How benchmarking reveals staffing capacity and efficiency
- The impact of technology, virtual employees, and AI on agency performance
- Why this metric should be part of every agency's financial dashboard
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Show previously named Insurance Refocused