Join 700+ data-driven companies already taking their performance to the next level

How Plecto helps Insurance Agencies 🚀

Insurance KPIs all in one place

Plecto visualizes your key KPIs on clear, easy-to-understand insurance dashboards for real-time performance insights.

No coding skills needed

Say goodbye to specialist data teams and instead create your own visualizations in no time.

Boost agent engagement

Data should be for performers and not just analysts. Backed by data, agents will be able to take action on their numbers in minutes.

Insurance overview dashboard - New dashboard design

Centralize your data onto one real-time insurance dashboard

Say goodbye to having to constantly switch between different systems. With Plecto, you can view all your insurance data in one place, from the key metrics like call answer rate to updates on referral partners.

Discover the KPIs that will boost your agency's performance 🚀

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Real-time insurance analytics for a data-driven culture

Harness the power of data analytics in insurance to enhance your management of claims, premiums, and retentions - enabling you to make data-driven decisions in minutes.

Learn about the benefits of data analytics in insurance 📊

Workers conversation

Our Insurance Success Stories

Lanforsakringar_Stockholm landing page

Försäkringsservice Stockholm uses real-time insurance dashboard visualization to get a complete overview of its KPIs and metrics. 📈

Discover the secrets to Länsförsäkringar's success
If Forsikring landing page

Learn how IF Forsikring uses Plecto’s gamification features to supercharge the engagement and motivation of their employees.

Read IF Forsikring's story
Active Insurance Solutions Landing Page

Discover how US-based Active Insurance Solutions are thriving thanks to the "instant impact" of real-time data.

Find out Active's set up here

Centralize your agency data with our 100+ integrations

Motivate and empower your agents with gamification

Need to boost premium retention? Or maybe convert more leads into new policies sold? Gamification unleashes the competitive instinct of your agents by holding contests, awarding achievements and more!

Explore the benefits of gamification 🏆

Save time and energy by automating reports

Are you routinely spending hours compiling reports? Let Plecto do the heavy lifting for you. Automate and schedule your real-time reports and get them automatically exported.

Read more about our report features 📝

Get inspired by these common insurance KPIs

Premium Retention

Tracks the percentage of premiums that you have retained from existing policyholders.

New Business Premium

Measures the revenue generated from new policies sold during a set period.

New Policies per Agent

Know which of your agents are producing the most new business.

Number of Referrals

Measures the number of clients who were referred by existing customers.

Claims ratio

Vital to all agencies, this measures the number of claims against revenue.

Average Payout per Claim

As the name suggests, the average amount of money paid out per claim.

Get the full list in our blog on the 15 Essential Insurance KPIs 📈

Let the numbers do the talking...

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Active Insurance Solutions

"Plecto's absolutely impacted the team. The team's just talking about it, talking about our goals, whether we are going to get the incentive this month, and we've never had that before. When the agency has a great month, our employees are rewarded in real-time."

Ben Feldman

Agent and Partner at Active Insurance Solutions

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"Since introducing Plecto, people have been more engaged, and have been competing a lot more than we used to. Our reps are reaching out a lot more to each other, and saying 'OK, I will sell more than you today,' for example."

Daniel Toft

Outbound Sales Team Leader at If Forsikring


"With Plecto, all the agents' sales are visible and it creates a motivating mindset in my team to make more sales."

William Seyf

CEO & Co-Founder at Försäkringsservice Stockholm

Explore Plecto's features

Real-time Dashboards

Visualize KPIs on TVs around the office.

Real-time Reports

Save time with live, automated reports.

Performance Agreements

Set targets for each employee and follow progress in real-time.

Build Custom KPI's

Choose the KPIs that suit your custom needs.


Spark motivation and a healthy culture of competition.

Instant Notifications

Recognize and celebrate success as it happens.

Dynamic Dashboards

Personalize performance with Dynamic Dashboards


Get access to both the Reward Store and Contests with Gamification+

Coaching and Training

Elevate employee development with One-on-ones and Quizzes