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

Simplifying how top insurance teams see their sales upgrades and cancellations.

For Sales

Watch your reps subscription sales soar by 25% in real-time by visualizing your call KPIs clearly on simple dashboards.

See your KPIs on live dashboards

For Customer Service

Keep on top of your churn and service level agreements with live insights into how satisfied your customers actually are.

See what dashboards can do for you

Why use real-time dashboards in insurance?

One dashboard view for all your performance data

Centralize all your leads, sales, service, and subscription billing data on real-time insurance dashboards – instead of having to look in 7 different systems.

The only live omnichannel overview you need

Successfully service your customers on any channel they want. Meet the modern insurance customer's expectations on calls, chats, emails, or any other system you use!

Get inspired by more ready-made insurance dashboards for you to get started!

Gamify and multiply your MRR in insurance

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No longer a trend, now a must-have.

Insurance is competitive. Stand out by offering the best service – and you'll make more sales.
Run CSAT-crushing contests to keep your service agents on their game and your customers satisfied.

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Motivate and automate for modern insurance

Automate contests and push notifications to celebrate small individual wins and major team milestones.
The recognition your employees need to keep motivated and keep hitting their targets!

Our Insurance Success Stories

Insurance_Surgery landing page case study

The Insurance Surgery boosts lead generation calls by 50% with Plecto x Aircall integration – visualizing real-time call metrics made easy!

Top UK insurance team shares their story
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

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 📝

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

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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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

TV Dashboards