The Annual Agency Survey is one of the most valuable benefits of your membership. We hope your agency has the opportunity to participate and help make the 2023 survey a success.

An agency principal, financial manager, operations manager or individual who has access to financial and operational data typically completes the survey.  We need approximately 200 responses to conduct a valid tabulation of the data. As in previous years, we are collecting all data via Survey Monkey.

In order to assist with your participation, we have provided a PDF worksheet you can complete offline and use as a guide when entering your answers online.

How to Respond

Step 1: Before you begin, you may wish to gather the following information:

  • Profit and Loss Statement for 2022
  • Salaries by Position
  • Hourly Rates by Function
  • Estimating Data

Step 2: Enter your answers into the survey questionnaire via Survey Monkey.

Two Rewards for Participating

As a thank you for responding, each agency will receive a $175 coupon good towards membership renewal or any Second Wind product or service. Plus, as an added bonus, each agency will receive one free seminar registration to an upcoming virtual training session in 2023 or 2024. That’s a value up to $369.*

The survey deadline is October 20, 2023.

Thank you for taking the time to provide your data. We look forward to delivering the results in late 2023. Please contact laurie@secondwindonline.com with any questions. 

*Completed surveys must be received before the coupon and seminar registration are issued. Coupons and seminar registrations are not retroactive and can only be applied to a future product, membership or seminar.