Insurance
Reach retention and upsell goals with real-time insurance KPIs
Transform how your agency tracks, uses, and improves performance data. So you can reach your claims, retention, and premium targets.
Sales upgrades or customer cancellations. See it on Plecto.
For sales: Watch your reps' subscription sales soar by 25% in real-time.
For support: Keep on top of your churn and service level agreements.
Start dashboarding
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Dashboard builder
Select your system. Select your KPIs. Connect your own actual data. Done!
Drag-and-drop templates
Build your dashboard by selecting from relevant pre-made formulas and widgets.
Dashboard templates
Download a complete dashboard based on a specific system and KPI you need.
Dashboard examples
Get inspired by insurance dashboard examples
Make your workplace even greater with gamification
Insurance is competitive. Stand out by offering the best service–and you'll make more sales. Here's some ways you can do so while keeping your agents energized by adding points, badges, and fun game-like elements to their everyday tasks: Ways to gamify:
- Run CSAT-crushing contests
- Celebrate an upsell with instant notifications
- Awarding a virtual badge to the rep with the biggest total won deal value
- Let your sales and support top performers "spin the wheel" and win a prize from the Reward Store
Discover Plecto's Sales Commission Calculator
A fixed percentage on every dollar of revenue — simple and predictable.
Guaranteed pay per rep, before any commission.
Revenue an average rep closes in the commission period.
Used to roll a single rep's plan up to the whole team.
Paid on every dollar of revenue.
A flat 10% on all revenue closed.
Total compensation breakdown
Illustrative comp modelling — build and automate your exact plan in Plecto.
Assumes revenue and base salary cover the same period; figures are estimates.
Customer Stories
Join in with our insurance customer's success
Making more calls
The Insurance Surgery boosts lead generation calls by 50% with Plecto x Aircall integration
Replacing commission with contests
Insurance giant uses gamification to motivate employees even when removing commission
Moving targets up
US-based Active Insurance Solutions topping targets thanks to the "instant impact" of real-time insights.
Real-time reports
Save hundreds of hours 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 as Powerpoint presentations, images, or Excel spreadsheets that land directly in your inbox.
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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
“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
“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
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.
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