Set clear revenue targets, track new business and retention KPIs, and give every producer a scorecard that drives results. Leaderboards and goal tracking visible right from the dashboard.
Total Agency Revenue
$1.92M
+14.2%
Avg Retention Rate
91.3%
+2.1%
New Business YTD
$486K
+22%
Active Producers
8
+1
What it is
Your producers are the engine of your agency. Without clear targets and visible performance data, it's impossible to coach effectively, reward top performers, or identify who needs support. Insurstein's producer performance module gives every producer a scorecard and gives leadership the data to manage growth.
Most agencies review producer performance quarterly — if at all. By the time you realize a producer is falling behind on new business or losing retention, months of revenue have already been lost. Annual reviews based on gut feeling don't drive the accountability modern agencies need.
Insurstein calculates producer metrics in real time — new business written, retention rates, commission earned, policies per account, and more. Producers see their own progress against targets daily. Agency leaders see the full picture on a leaderboard that updates automatically as policies are written and renewed.
Core capabilities
Set monthly and annual revenue targets per producer with automatic progress tracking.
Goals can be set for total revenue, new business, or specific lines of business. Progress bars update in real time as policies bind. Producers and managers both see where things stand at any moment — no waiting for month-end reports.
Give every producer a personal scorecard showing new business, retention, commission, and activity KPIs.
Scorecards display the metrics that matter: new policies written, premium volume, retention rate, average account size, policies per account, and close ratio. Each KPI shows current performance vs. target with trend indicators.
Rank producers across the agency to foster healthy competition and recognize top performers.
The leaderboard ranks producers by the metrics you choose — total revenue, new business, retention, or a composite score. Rankings update in real time. Use it in team meetings to celebrate wins and set expectations.
Monitor each producer's client retention rate and identify at-risk accounts before renewal.
Retention is calculated automatically based on renewal outcomes. Producers with declining retention rates are flagged so managers can intervene. At-risk accounts surface 90 days before renewal to give producers time to re-engage.
Track prospects from initial contact through bind to measure conversion rates and sales velocity.
Each producer's pipeline shows active quotes, expected close dates, and estimated premium. Pipeline value rolls up to agency-level new business projections. Stalled opportunities are flagged for follow-up.
Producer goal progress displays directly on the main agency dashboard for constant awareness.
Agency owners and managers see a producer performance summary every time they log in. Individual producers see their own scorecard front and center. No one has to go hunting for performance data — it's always visible.
What they don't do
Replace subjective annual reviews with real-time, data-driven performance tracking that updates daily.
Stop manually totaling commissions per producer from carrier statements — Insurstein calculates it live.
Know each producer's exact retention rate instead of estimating it during year-end reviews.
Replace the office whiteboard with a live digital leaderboard that's always accurate and up to date.
Set targets inside the system where progress is tracked automatically — no manual updates needed.
Track producer pipelines inside your AMS where data flows directly from quotes and binds.
What it takes off your plate
Automatically calculates new business volume, retention rates, close ratios, and commission totals per producer.
Monitors each producer's progress toward monthly and annual targets and updates scorecard visuals in real time.
Ranks producers by selected metrics and updates standings as policies are written and renewed.
Identifies producers with declining retention and surfaces the specific accounts driving the trend.
Rolls up individual producer pipelines into agency-level new business forecasts.
Tracks month-over-month and year-over-year performance trends so you can spot patterns early.
A day in the life
7:45 AM
Glance at the producer leaderboard on the dashboard. Sarah Mitchell is leading in new business for the third straight month. David Park's retention dipped — worth a coaching conversation.
9:00 AM
Meet with Rachel Adams to review her scorecard. New business is below target, but her pipeline has $180K in active quotes. Focus the conversation on closing the two largest opportunities.
11:30 AM
Enter new quarterly targets for the team. The system distributes agency-level goals across producers based on book size and historical performance. Each producer's scorecard updates instantly.
1:00 PM
Kevin O'Brien just started. Set his first 90-day goals at a reduced target — the system will track his ramp-up trajectory and compare against other new hire benchmarks.
3:30 PM
Pull up the retention report. Overall agency retention is 91.3% — up 2.1% from last year. Identify the three producers whose improvement drove the gain and recognize them in tomorrow's team meeting.
Daily impact
New Business Written
Retention Rate
Goals On Track
Pipeline Value
Scorecards, leaderboards, and real-time goal tracking — give your producers the visibility they need and give leadership the data to drive results.