INSURANCE DASHBOARDS
Transform how your agency uses data to reach new levels in your claims, retentions and premiums performance.
Plecto visualizes your key KPIs on clear, easy-to-understand dashboards, so you can get real-time performance insights.
Say goodbye to specialist data teams and instead create your own visualizations in no time.
Data should be for performers and not just analysts. Backed by data, agents will be able to take action on their numbers in minutes.
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 🚀
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.
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.
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.
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!
Tracks the percentage of premiums that you have retained from existing policyholders.
Measures the revenue generated from new policies sold during a set period.
Know which of your agents are generating the most new business.
Measures the number of clients who were referred by existing customers.
Vital to all agencies, this measures the number of claims against revenue.
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 📈
![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."
![If Forsikring Danmark Logo.png]()
"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."
![Lansforsakringar Logo.png]()
"With Plecto, all the agents' sales are visible and it creates a motivating mindset in my team to make more sales."
Get started in minutes. No credit card required.