Every general agency says they arm their brokers with strategic tools and data-backed recommendations. The GAs who actually do are the ones brokers stay with.
This 2-minute assessment tells you honestly where your GA stands — and delivers a full report with the specific moves to climb to the next tier.
9 questions. 2 minutes. Find out where your GA honestly stands — and get a tailored report with your benchmark and specific next moves.
Get your personalized report + recommendations
Every general agency says they arm their brokers with strategic tools and data-backed recommendations. The GAs who actually do are the ones brokers stay with.
This 2-minute assessment tells you honestly where your GA stands — and delivers a full report with the specific moves to climb to the next tier.
9 questions. 2 minutes. Find out where your GA honestly stands — and get a tailored report with your benchmark and specific next moves.
Strategic advising capability
Funding model comparison
Network disruption analysis
Data operations maturity
Speed to broker insight
Quoting and service — brokers see you as a utility.
Strategic capability — but not consistently on every deal.
Every broker gets funding analysis, network data, and data-backed recommendations.
Get your personalized report + recommendations
In 2026, brokers are expected to advise employers on ICHRA, level funded, small group, and even self-funded options — not just quote the renewal. The GAs winning broker books are making strategic advising consistent on every deal, with tooling and data for brokers deliver evidence-backed recommendations.
THE ICHRA PRESSURE
92% of brokers expect ICHRA adoption to keep growing — but most selling it have fewer than 5 clients. They need tools to model it confidently. Most GAs aren’t providing them yet. And direct-to-employer platforms are already going around brokers to reach employers directly.
THE BROKER'S REAL ASK
Brokers routing their best deals are looking for funding-model comparisons, network disruption data, and analysis they can put in front of an employer with confidence. The GA who gives them that wins their best business.
THE COMPETITIVE PRESSURE
Well-capitalized GA aggregators are acquiring broker books and layering in data infrastructure on top. Independent GAs without differentiated broker-facing tools are in a harder competitive position than they were two years ago.
The assessment takes 2 minutes. What comes back is substantive: honest tier placement, benchmark data, and specific recommendations tied to exactly where you fell short.
Find out where you land on the Quoting Engine → Emerging Advisor → Strategic GA spectrum, with context on what that tier means for how brokers experience working with you today.
Your tier comes with a tailored report: benchmark data on GAs at your level, the five capability gaps that matter most at your tier, and the three highest-leverage moves to reach the next tier.
The recommendations are tied to exactly where you fell short — not generic advice. If you’re an Emerging Advisor, you’ll know precisely what’s keeping you from Strategic GA and what to do about it.
The assessment scores you against the capabilities that define how brokers actually experience working with you — not how you describe yourself on your website.
You’re executing the traditional GA role — carrier access, quoting, and operational support. Real value. But brokers see you as a utility. The GAs above you arm every broker with funding-model comparisons, network disruption analysis, and data-backed recommendations on every deal.
You have the right capabilities — on complex deals. But brokers can’t count on strategic support every time, and that inconsistency is the gap. The most common tier and the most contested. The window to pull away is real, and it isn’t permanently open.
You’re delivering what every GA website claims to deliver. Brokers recommend you to other brokers. Your team hands brokers strategic analysis built on real data across funding models, networks, and plan design. The challenge now is holding the lead.
9 questions · Benchmarked results · Full report included
No forms to fill out upfront. Start the assessment, answer 9 questions honestly, and your tier placement and full report follow immediately after.
9 questions about your GA’s actual capabilities — how you equip brokers for ICHRA, funding-model comparison, network disruption analysis, and speed to insight. About 2 minutes.
See where you land on the Quoting Engine → Emerging Advisor → Strategic GA spectrum, with an honest benchmark against the shift happening across the GA market in 2026.
Enter your email after the assessment and get your tier-specific report: benchmark data, key capability gaps at your tier, and your top moves to the next level.
No commitment required · Results immediately after
Take 2 minutes. Get an honest benchmark, a full tier-specific report, and a clear set of moves to the next tier.
Ideon provides plan, rate, and network data from 300+ carriers via a single API — the infrastructure GAs use to build broker-facing tools for funding-model comparison, network disruption analysis, and data-backed broker recommendations.
Every general agency says they arm their brokers with strategic tools. Few actually do. This 2-minute assessment tells you honestly where your GA stands — and delivers a full report with the specific moves to climb to the next tier.
9 questions. About 2 minutes. Find out where your GA honestly stands — and get a tailored report with your benchmark and specific next moves.
Strategic advising capability
Funding model fluency
Network disruption analysis
Data operations maturity
Speed to broker insight
Quoting and service — brokers see you as a utility.
Strategic capability — but not consistently on every deal.
Every broker gets funding analysis, network data, and data-backed recommendations.
No commitment required · 9 questions · Full report included
