ChecklistMeasurement
Insurance: Weekly and monthly performance review
A 50-item list for insurance agencies covering weekly data prep, ad and quote review, monthly sales, renewal, and portfolio metrics, the report, and decision rules.
50 items6 groups20 minOctober 15, 2026
- checklist
- performance
- monthly report
- measurement
Run the weekly sections every Monday in 30 minutes and the monthly sections in the first week of the month in an hour. The goal isn't to produce a report; it's to leave with decisions for the next week and month: what you'll stop, what you'll scale, and what you'll fix. In Turkey, KVKK is the personal data protection law.
Weekly: data prep
- The review day and time are fixed (for example, Monday at 10:00 for 30 minutes), with the ad, sales, and claims owners together.
- The same date range (Monday through Sunday) is selected in the ad dashboard, CRM, and phone and WhatsApp records.
- Lead counts from the sources (Meta, Google, Instagram, direct, directories) are in one table, with unknown-source leads on their own row.
4 items more in this group for members.
47 items more for members
This item has 50 items in total. With a membership you see all of it and copy any line in one click.
- 02Weekly: ads and content8 items
- 03Weekly: quotes and response8 items
- 04Monthly: sales, renewals, and portfolio9 items
- 05The monthly report8 items
- 06Decision and optimization rules10 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Agencies and freelancers
- Personal brands and creators
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