--- title: Spot an Underperforming Insurance Book Before It Hurts Your Agency description: Your book of business should drive growth. If you're dealing with high-maintenance low-premium accounts or clients that don't fit, it's time for a closer look --- [Skip to content](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency#main-content) [facebook-f icon](https://www.facebook.com/chicagolandsia/) [linkedin-in icon](https://www.linkedin.com/company/chicagoland-sia/) [Twitter icon](https://twitter.com/ChicagolandSia) [youtube icon](https://www.youtube.com/channel/UCjdqbj5lRfSQnvjjGVdrVPg) [![CSIAlogo-2-2](https://benefits.chicagolandsia.com/hs-fs/hubfs/CSIAlogo-2-2.png?width=200&height=118&name=CSIAlogo-2-2.png)](https://benefits.chicagolandsia.com/) - [Learn More](https://benefits.chicagolandsia.com/learn-more) - [Benefits](https://benefits.chicagolandsia.com/member-benefits) Show submenu for Benefits - [Market Access](https://benefits.chicagolandsia.com/access-to-markets) - [Increased Income](https://benefits.chicagolandsia.com/increased-income) - 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[Our Team](https://benefits.chicagolandsia.com/our-team) - [Make a Payment](https://chicagolandsia.appliedpay.com/) Aug 7, 2025, 11:34:47 AM # Spot an Underperforming Insurance Book Before It Hurts Your Agency ![Picture of Amanda Yaniz](https://benefits.chicagolandsia.com/hs-fs/hubfs/Amanda%20Yaniz-1.jpg?width=50&name=Amanda%20Yaniz-1.jpg) [Amanda Yaniz](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/author/amanda-yaniz) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency) [Twitter icon](https://twitter.com/intent/tweet?url=https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency) [envelope icon](mailto:?body=https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency) [![Spot an Underperforming book](https://benefits.chicagolandsia.com/hs-fs/hubfs/Spot%20an%20Underperforming%20book.png?width=600&height=600&name=Spot%20an%20Underperforming%20book.png)](https://youtu.be/zN12S2BOXps)   [Agency Development](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/agency-development) ## Related posts [Sales Strategy](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/sales-strategy) ## [Maximizing Sales Funnel Touchpoints](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/maximizing-sales-funnel-touchpoints) ![Picture of Amanda Yaniz](https://benefits.chicagolandsia.com/hs-fs/hubfs/Amanda%20Yaniz-1.jpg?width=50&name=Amanda%20Yaniz-1.jpg) [Amanda Yaniz](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/author/amanda-yaniz) May 1, 2024, 1:44:24 PM [Read more](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/maximizing-sales-funnel-touchpoints) [Marketing](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/marketing), [Digital Strategy](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/digital-strategy) ## [Google Indexing: A Simple Guide to Boost Your Website's Visibility](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/google-indexing-a-simple-guide-to-boost-your-websites-visibility) ![Picture of Amanda Yaniz](https://benefits.chicagolandsia.com/hs-fs/hubfs/Amanda%20Yaniz-1.jpg?width=50&name=Amanda%20Yaniz-1.jpg) [Amanda Yaniz](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/author/amanda-yaniz) Jul 3, 2024, 12:36:35 PM [Read more](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/google-indexing-a-simple-guide-to-boost-your-websites-visibility) [Marketing](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/marketing), [Digital Strategy](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/digital-strategy), [Sales Strategy](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/tag/sales-strategy) ## [How to Create a Compelling Bio Video for Your Insurance Agency](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/how-to-create-a-compelling-bio-video-for-your-insurance-agency) ![Picture of Amanda Yaniz](https://benefits.chicagolandsia.com/hs-fs/hubfs/Amanda%20Yaniz-1.jpg?width=50&name=Amanda%20Yaniz-1.jpg) [Amanda Yaniz](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/author/amanda-yaniz) Nov 7, 2024, 1:08:11 PM [Read more](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/how-to-create-a-compelling-bio-video-for-your-insurance-agency) [facebook-f icon](https://www.facebook.com/chicagolandsia/) [linkedin-in icon](https://www.linkedin.com/company/chicagoland-sia/) [X Twitter icon](https://x.com/ChicagolandSia) --- [![CSIAlogo-2-2](https://benefits.chicagolandsia.com/hs-fs/hubfs/CSIAlogo-2-2.png?width=200&height=118&name=CSIAlogo-2-2.png "CSIAlogo-2-2")](https://benefits.chicagolandsia.com/) 240 S. Westmore Meyers Road, Lombard IL 60148 Copyright © 2026, Chicagoland SIA, LLC ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Amanda Yaniz", "url" : "https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/author/amanda-yaniz" }, "dateModified" : "2026-03-05T18:52:11.300Z", "datePublished" : "2025-08-07T16:34:47.000Z", "headline" : "Spot an Underperforming Insurance Book Before It Hurts Your Agency", "mainEntityOfPage" : { "@id" : "https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series/spot-an-underperforming-insurance-book-before-it-hurts-your-agency", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://benefits.chicagolandsia.com/hubfs/CSIAlogo.png" }, "name" : "Chicagoland SIA, LLC" } } ``` ```json { "@context" : "https://schema.org", "@id" : "https://benefits.chicagolandsia.com/#organization", "@type" : "Consortium", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Lombard", "addressRegion" : "IL", "postalCode" : "60148", "streetAddress" : "240 S. Westmore Meyers Road" }, "alternateName" : "CSIA", "areaServed" : [ { "@type" : "State", "name" : "Illinois" }, { "@type" : "AdministrativeArea", "name" : "Chicagoland" } ], "description" : "Chicagoland SIA is an alliance of independent insurance agencies dedicated to the creation, retention, growth, and evolution of independent insurance agencies.", "email" : "chicagolandsia@chicagolandsia.com", "foundingDate" : "2005", "knowsAbout" : [ "Independent insurance agencies", "Insurance agency growth", "Insurance agency development", "Insurance carrier access", "Insurance agency training", "Insurance agency marketing", "Digital strategy for insurance agencies", "Captive to independent insurance agency transition" ], "logo" : { "@type" : "ImageObject", "height" : 1005, "url" : "https://benefits.chicagolandsia.com/hubfs/CSIAlogo.png", "width" : 1705 }, "memberOf" : { "@id" : "https://www.siaa.com/#organization", "@type" : "Consortium", "name" : "SIAA", "url" : "https://www.siaa.com/" }, "name" : "Chicagoland SIA", "sameAs" : [ "https://www.facebook.com/chicagolandsia/", "https://www.linkedin.com/company/chicagoland-sia/", "https://twitter.com/ChicagolandSia", "https://www.siaa.com/" ], "telephone" : "+1-630-629-0552", "url" : "https://benefits.chicagolandsia.com/" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://benefits.chicagolandsia.com/#website", "@type" : "WebSite", "inLanguage" : "en-US", "name" : "Chicagoland SIA", "publisher" : { "@id" : "https://benefits.chicagolandsia.com/#organization" }, "url" : "https://benefits.chicagolandsia.com/" } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://youtu.be/zN12S2BOXps", "description" : "Your book of business should drive growth, not drain your time and energy. If you're dealing with high-maintenance, low-premium accounts, weak retention, or clients who aren't a fit for your agency, it's time to take a closer look. Learn how to identify the red flags, improve client value through cross-selling and segmentation, and make smarter decisions about where to focus your time. Chicagoland SIA’s Agency Growth Coaches are ready to help you build a stronger, more profitable book.", "duration" : "PT1M42S", "embedUrl" : "https://www.youtube.com/embed/zN12S2BOXps", "name" : "How to Spot an Underperforming Insurance Book Before It Hurts Your Agency", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://6901409.fs1.hubspotusercontent-na1.net/hubfs/6901409/CSIAlogo.png" }, "name" : "Chicagoland SIA" }, "thumbnailUrl" : "https://i.ytimg.com/vi/zN12S2BOXps/hqdefault.jpg", "transcript" : "A strong book of business doesn’t just happen. It’s built. And when you’re growing, sometimes you don’t notice when that book starts to slip. So how do you spot an underperforming book before it starts hurting your agency? Watch for red flags. Are you seeing high-maintenance, low-premium accounts? Weak retention? Lack of opportunity for cross-sell? Or clients who just aren’t a good fit for the agency you’re trying to build? That’s a signal to dig deeper. Start by segmenting your book. What types of clients are you writing—and which ones are the most valuable to your agency? Where are you spending the most time? Then look for ways to strengthen what’s working and reduce what’s not. That might mean cross-selling to increase revenue per client, streamlining how you handle service work, or even letting go of clients who no longer make sense. A strong book doesn’t just happen. It’s built—with data, strategy, and the right support behind you. Chicagoland SIA’s Agency Growth Coaches are here to assist you in making your book as profitable as possible.", "uploadDate" : "2025-08-07T11:27:00-05:00" } ```