PLECTO FOR INSURANCE
Power your policies, control claims, and save time on repetitive reports. Identify your agent's strengths, boost motivation and get your entire organization involved in supercharging performance by 25% with Plecto!
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.
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.
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!
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!
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!
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Visualize KPIs on TVs around the office.
Recognize and celebrate success as it happens.
Set up contests across any KPI in a matter of seconds.
Save time with real-time reports in Plecto.
Set targets for each employee and follow progress in real-time.
Challenge top performers with records and special awards.
Get started in minutes. No credit card required.