Take your agency's performance to the next level

Over 700 data-driven companies trust us to make their lives easier

Why you should start visualizing your insurance data with Plecto

Visualize your insurance KPIs all in one place

Having trouble getting an overview of your insurance metrics? Plecto visualizes your key KPIs on clear, easy-to-understand insurance dashboards, so you can get real-time performance insights.

No coding skills needed

Managing insurance data doesn't need to be complicated and time-consuming. Say goodbye to specialist data teams and consultants and instead create your own visualizations in no time.

Ready to go, pre-built KPIs

Explore our extensive library of pre-built KPIs to display the key insurance metrics. Choose from KPIs for sales, support, telephony and more! Add these alongside custom KPIs to fit the goals of your team.

Here's what our customers say

Whatever field of insurance you specialize in, Plecto will help you get more from your data

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

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"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

Discover our integrations

We integrate with 100+ systems, including many of the most popular platforms used by insurance agencies

Why Plecto is perfect for insurance agencies

Insurance dashboards for a complete, centralized overview of your agency data

Real-time visualization for your claims, retention and new premium KPIs

Create powerful, real-time dashboards to make sense of your data. Easily display your key KPIs like policies sold, retention levels and average payout per claim.

Take control of your insurance data

Organize your dashboard so that all your important KPIs can be viewed on one easy-to-understand dashboard. Real-time visualization helps you better understand trends in your data and enable you to take data-driven decisions in seconds!

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

Insurance overview dashboard

Real-time insurance data analytics for a data-driven culture

Visual analytics for insurance companies

Real-time visualization makes it easy to understand your insurance data, in turn helping you get more from your claims, new premiums and retention metrics.

Take action on your insurance analytics

Data analytics in insurance are crucial for improving claims, policy, and sales process efficiency. Visualize and identify trends in your data, and take data-driven decisions in minutes!

Learn about the benefits of data analytics for insurance 📊

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Motivate and empower your agents with gamification

Bring your insurance data to life with contests, achievements and notifications!

Introducing gamification will make sure that the hard work of your agents doesn't go unrecognized and keep your team engaged. Easily create contests to spark healthy competition among your agents and watch them smash their targets like never before!

Gamify the insurance KPIs you need to hit

Is your quarterly goal focusing on premium retention? Or maybe you need to do more to convert leads into new policies sold? With Plecto's gamification platform, you can easily align gamification to the company's broader goals, making employees more focused on their targets.

Explore the benefits of gamification 🏆

Save time and energy by automating reports

Work smarter so you have more time to focus on your insurance metrics

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 sent directly to your email. Automating your reports is simple, and gives you more time to concentrate on urgent tasks.

Sleek report visualizations

Automatically export your reports as presentations, so you’re easily able to ‘wow’ management at meetings with your impressive results!

Read more about our report features 📝

Create cross-functional cohesion with 100+ integrations

Propel project efficiency with all your insurance analytics in one place

Synchronize your entire company’s operations by integrating your telephony, CRM, support, and campaign data into Plecto — so everyone's on the same page.

Effortlessly manage appraisers, risk managers, and claims investigator performance by combining important KPIs for each and conveniently visualizing them on as many (or few) insurance dashboards as you need!

The beauty of Plecto is that it is customizable and allows you to adjust your dashboards as you see fit. For example are you especially interested in tracking claims? Then why not create an insurance claims dashboard?

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

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 KPIs

Choose the KPIs that suit your custom needs.

Gamification

Spark motivation and a healthy culture of competition.