Insurance Dashboard Examples
Adopt an actionable, data-driven approach to your agency with real-time insurance dashboards.
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Discover Plecto's insurance dashboards
An insurance dashboard is a dashboard that displays relevant KPIs to your insurance business, allowing you to consolidate, visualize, and analyze data in real time as the basis for effective decision-making.
Optimize your agency's performance with insurance dashboards
Insurance dashboards help agencies take strategic decisions based on data and not feeling. Anyone in the insurance game knows that the industry is very target-based with all business areas assigned ambitious targets and KPIs that they need to hit.
Dashboard visualization enables teams to gain a better insight into these targets, and know exactly where they stand regarding their performance. The following examples below cover all areas of the insurance business—from providing a broad overview of an agency's performance, to focusing on a specific area of your business, such as retentions.
Insurance agency overview dashboard
This dashboard is essential daily viewing for both management and frontline employees. Its focus is on measuring the metrics that are critical to business success, such as New Business Premiums, Renewal Rate and more.
Insurance retentions dashboard
Reach your retention goals by showcasing your customer-saving champions and cancellations on this dashboard that balances both high-level metrics and frontline insurance customer service KPIs. Use the dashboard to understand why your customers are canceling their insurance subscription, so you can address any pricing, competitor, or lifestyle changes to remain your customers' no. 1 choice!
Sales and service insurance dashboard
Combine both sales and service performance with high-level and frontline KPIs on the ultimate insurance overview dashboard. This overview is the perfect snapshot for any sales or service manager, helping you put your employees' front foot forward so they can do more of the activities that matter.
Insurance sales dashboard
How do you identify what's selling—and who's doing that selling? This insurance sales dashboard provides a clear overview of your premium performance by answering: Which agents are selling the most? Which policies are selling best? How much new biz are we generating?
Discover Plecto's insurance dashboards
An insurance dashboard is a dashboard that displays relevant KPIs to your insurance business, allowing you to consolidate, visualize, and analyze data in real time as the basis for effective decision-making.
The most important metrics a KPI dashboard should monitor include new policies written, renewal rate, quote-to-bind ratio (the percentage of quotes that convert to active policies), average premium value, cancellation rate, and cross-sell rate. Teams handling inbound leads should also track call volume, response time, and conversion rate by agent.
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