Insurance dashboards
The real-time data visualization platform for insurance agencies
Transform how your agency uses data to reach new levels in your claims, retentions and premiums performance.
Join 700+ data-driven companies already taking their performance to the next level
How Plecto helps Insurance Agencies 🚀
Visualize your insurance KPIs all in one place
Plecto visualizes your key KPIs on clear, easy-to-understand dashboards, so you can get real-time performance insights.
No coding skills needed
Say goodbye to specialist data teams and instead create your own visualizations in no time.
Boost agent engagement
Data should be for performers and not just analysts. Backed by data, agents will be able to take action on their numbers in minutes.
Centralize your agency data onto one real-time insurance dashboard
Say goodbye to having to constantly switch between different systems. With Plecto, you can view all your insurance data in one place, from the key metrics like call answer rate to updates on referral partners.
Discover the KPIs that will boost your agency's performance 🚀
Real-time insurance analytics for a data-driven culture
Harness the power of data analytics in insurance to enhance your management of claims, premiums, and retentions - enabling you to make data-driven decisions in minutes.
Learn about the benefits of data analytics in insurance 📊
Our Insurance Success Stories
Försäkringsservice Stockholm uses real-time insurance dashboard visualization to get a complete overview of its KPIs and metrics.
Learn how IF Forsikring uses Plecto’s gamification features to supercharge the engagement and motivation of their employees.
Discover how US-based Active Insurance Solutions are thriving thanks to the "instant impact" of real-time data.
Centralize your agency data with our 150+ integrations
Motivate and engage your agents with gamification
Introduce contests, achievements and notifications to energize your team. Unleash that competitive instinct, recognize your team's achievements and watch the performance of your agents skyrocket.
Learn how to create a winning culture with gamification 🏆
Save time and energy by automating reports
Work smarter by automating your reports so you have more time to focus on your insurance metrics. Export your reports as presentations, so you’re able to ‘wow’ management at meetings with your impressive results!
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 generating 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.
Let the numbers do the talking...
“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
“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