Instant insights displayed on data dashboards

Improve claims, policy, and sales process efficiency

Master your management of premiums by visualizing your policies, referrals, and call metrics in real-time on data dashboards around the office. Make actionable and insightful decisions that minimize risk with visual performance data about your agents and customers.

Display your KPIs on real-time dashboards

Insurance Dashboard Zoom Features

Supercharge your team’s motivation with gamification

Improve team synergy with KPI-crushing contests

Drive determination and spur on team spirit by challenging sales agents to a sprint contest. Celebrate progress company-wide with gamification features like instant notifications. Skyrocket performance by rewarding the agent who creates the most valuable new business in a month with a restaurant voucher or a choice of the best parking spot.

Run a kick-ass contest

Insurance Contests and Notifications

Save time with automated and accurate reports

Work smarter so you have more time to exceed targets

Turn back time with set-and-save reports that update in real-time — sent directly to your email. Spend the time you’ve freed up, training your team. Automatically export your reports as presentations, so you’re precisely on time to ‘wow’ at management meetings with your impressive results!

Get real-time reports straight to your inbox

Power productivity with performance agreements

Top-rate training with personalization

Elevate your one on ones with performance agreements defining personalized targets jointly agreed upon by agents and their managers. Follow progress in real-time and with full confidentiality – so you can optimize individual performance by focusing on converting agents' weaknesses to strengths!

Produce top results with performance agreements

Insurance Sales Performance Agreement

Create cross-functional cohesion with 100+ integrations

Propel project efficiency with all your insurance data 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) dashboards as you need!

Integrate all your insurance data into Plecto

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.

Instant Notifications

Recognize and celebrate success as it happens.

Contests

Set up contests across any KPI in a matter of seconds.

Real-time Reports

Save time with real-time reports in Plecto.

Performance Agreements

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

Achievements

Challenge top performers with records and special awards.