Weekly Report
Share what went well, what you learned, and what would help you do your best work. Specific answers are perfect. You do not need to invent a concern or a new suggestion. If something needs urgent attention, contact the right person directly rather than waiting on the report to be reviewed.
Who are you?
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Please Select
Adrian
Alida
Alli
Arden
Brandon
Elizabeth
Jack
Josh
Kim
Payton
Steph
Taylor
Tyler
What is a win from this week?
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A client helped, a problem solved, progress made, or a personal win.
What did this week teach you that you will carry forward?
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Can be personal or business. A useful tip, a mistake, a conversation, or something you would do differently.
How did your workload feel this week?
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Room to Help Others
Full but Manageable
Stretched Thin
I Need Help Prioritizing
What areas do you feel like you can help in?
What is something you could do to help save time to make your schedule feel less full?
What tasks are stretching you thin?
Let's meet to go over a strategy to help you prioritize. Could you meet about this on Monday?
How did you do on your priority (Most Important Thing) from your weekly goals this week?
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I did it (Completed)
I made progress
It's carrying over to next week
It isn't a priority anymore
Is there anything we can do to help you with your top priority?
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Team Member Specific Questions
These questions are more geared toward your role within the agency. Leadership reviews these responses and reviews for agency improvement opportunities.
What did you work on or resolve this week that made the agency run better?
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What is a recurring issue that needs a clearer process, owner, or decision? What do you recommend?
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Is there any feedback from the team you received this week that leadership should review?
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Where does the service team need coaching, support, or a workload adjustment? What is your next step?
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Looking at renewals over the next 60 days, what accounts are we behind on? How can we get ahead on these accounts?
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How are we doing on commission reconciliation? Where does it eat up the most time? What are some possible solutions?
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What was the most useful finding from your account reviews this week? What did you do about it?
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How many days out are you on upcoming renewals? Where do you need help to get ahead on these?
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What is a step in your renewal review process that you think could be done more efficiently?
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What service request took the most attention this week? Where does that task currently stand?
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Were there any issues with our real estate investor book of business this week? If so, what issues came up? Did we get the problem resolved?
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What inbound lead this week looks like it will move forward? What are the next steps?
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What account reviews uncovered an additional coverage need? What are we doing about it?
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Which personal lines renewal needs the most attention right now? What is your plan?
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Which new lead or existing client conversation created an opportunity to round out an account? What is the next step?
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What opportunities do you think will close next week?
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Which opportunities show the strongest path to close?
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What opportunities deserve your time next week? Is there anything you should delegate, defer, or pass on?
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How did you build out your restaurant network this week? How did you meet this individual or gain the introduction? Any New Opportunities?
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Which prospect or referral-partner conversation moved forward this week? What follow-ups will you take?
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Are the HubSpot contact, company, and deal records for opportunities and clients you worked this week complete and filled out? If not, which ones need completing?
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Are there any callers/clients from this week you need help with for next week?
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What clients are giving us the most billing trouble?
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Is there anything that makes it more difficult to help callers or to resolve billing questions?
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Was there a request you were unsure how to handle or where to send? What would help you in that situation next time?
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Which commercial change request or COI request is at risk of missing it's needed by date. If none, simply put none.
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What tasks are still outstanding because we're waiting on information or a response? Who needs follow-up on these?
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What caused the most interruption to your workflow this week? Is there a way we could keep requests more organized in our systems moving forward? Any ideas are accepted!
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What commercial accounts were submitted to you this week that were not actually ready for market? Why weren't they ready for market?
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What accounts are at risk of missing their needed by quote date? What is holding it up? What are the next steps?
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What is some carrier feedback or a recurring intake issue should the team know about before submitting a similar account for marketing?
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What personal lines accounts closed this week? How many new accounts did we place? Please include the carrier.
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Are there any personal lines accounts that are at risk of missing their need-by date? What is holding it up? What are the next steps to get it moving again?
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What is something we learned from a carrier this week regarding carrier appetite? This could be something specific to that one carrier.
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How much have you closed in agency revenue in 2026? How does this compare to your goal for 2026? Do you need to revisit your goal or discuss it with leadership?
In agency revenue, how much do you expect to close within the next 30 days? (This is in terms of agency revenue)
Less than $2,500
More than $2,500 but less than $5,000
More than $5,000 but less than $10,000
More than $10,000
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Your Weekly Wrap-Up
As we wrap the week up, let's reflect on things that still need our attention and areas we can improve upon first thing next week.
What is your top priority heading into next week?
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Name a task or tasks you intend to see through to completion. If this week's task(s) are carrying over, explain your next steps here.
What needs leadership's attention before next week?
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Nothing
Something on the Horizon
I Need Help
I Need a Decision
I Want to Flag a Concern
What is on the Horizon?
What do you need help with?
What would you like to see a decision made on?
What is your concern?
Did We Lose Any New Accounts This Week?
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Yes
No
What accounts did we lose and why? Please be sure to include the WHY and make a note of it in HubSpot.
What is something you would like to see changed or improved about the agency?
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Think handoffs, communication, responsibilities, or a recurring frustration. Give an example and a possible fix if you have one. Saying "Nothing new this week" is okay too.
Where did our technology help you this week? Where did our technology get in your way this week? What could speed you up? What slows you down?
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Give us a tool or a task. What should we fix or simplify? Useful discoveries are good too. "Nothing new this week" is okay.
What else would you like the leadership team to know about this week?
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Feel free to shoot us an idea, a concern, or a follow-up to a previous suggestion.
How can I pray for you?
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Did we lose any accounts this week?
Yes
No
What marketing activities have you completed this week?
Who did we lose and why?
How much premium did you close this month?
How much premium is in your pipeline?
Number of COIs contacted this week?
How many in-bound leads did you receive this week (call-ins, web submissions, or handed off by another teammate)?
How many new sales conversations (outbound) did you have this week?
How many presentations did you have this week?
How many people did you ask about life insurance?
Are you on track to achieve your production goal for the month/year?
How did you invest in the team this week?
What systems/processes did you work on/improve this week?
Did you achieve the goals you set for the week?
Yes
No
Why didn't you achieve the goals?
Week's Win - Personal or Business
Week's Lesson - Personal or Business
What is something that affects you daily/weekly that we could/should change/improve on as an agency?
What about our tech stack could be improved? (slack, hubspot, outlook, etc...)
General Feedback
How can I pray for you?
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