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Analytics for Insurance Agent and Sales Manager Dashboards (Managed Package)
Agent managers and sales managers each have their own set of dashboards to help manage the business and build top-performing teams.
Dashboards for Agent Managers
Start with Agent Manager Home to get an at-a-glance summary of your team’s performance. See quarterly total gross written premiums, lead conversion rate, and closed won amount for your agents. Click the Open Dashboard links beneath each summary chart to see detailed dashboards.
Agent Manager: Team Book of Business
Opens to the Team Leaderboard page. Dig into each page to see how your agents are contributing to your bottom line results.
- Team Leaderboard
See how your team’s performing on key business metrics and find out if team members need coaching in any specific areas.
- Regional View
Learn who your top and bottom performers are in each geography you manage.
- Drivers of Success
Learn if there’s a correlation between two metrics in driving the business. For example, select # Activities and Gross Written Premium to learn if more agent activities result in greater premiums.
- Hunter vs. Farmer
Learn about your team’s most successful hunters—agents who get the most business from new customers. Also learn about the best farmers by seeing who gets the most business from existing customers.
- Comparative Trend
See trends over time for your agents’ KPIs, such as gross written premiums, number of customers, and number of policies.
- 1–1 Helper
Get ready for individual meetings with your agents by learning how each of their KPIs rank against the rest of the team’s results.
Agent Manager: Customer Acquisition
Learn which of your agents closes leads most efficiently. Adjust the menus at the top of the dashboard to zero in on a segment of your leads. Visualizations are organized into the following two pages.
- Which agent has the highest lead conversion?
See who has the highest conversion rate and how their rate compares to others’ performance. You can also learn how many customer interactions each member of your team needs to convert a lead and their pipeline and referrals.
- Which agent has the most efficient lead processing?
View how long each team member takes to process a lead to understand how efficient they are.
Agent Manager: Sales Performance
Get a complete picture of your team’s sales results. See who your sales leaders are and understand your win rate. Also see how everyone’s spending their time and see which deals your focusing on and which have the best chance of closing. KPIs are organized into the following pages.
- Sales Performance - Closed Deals
View a leaderboard to see who closes the most deals and learn how your top performers compare with other team members over time.
- What is our win-loss ratio overall and by agent?
Find out which market segments you win more and which sources give you the best leads. Also compare your win rate for new business versus existing business.
- Opportunity processing
See which team members process opportunities most efficiently. Also find out if team members can sell faster to specific market segments.
- Where are we spending time?
Is your team spending more time on high value opportunities? Also, how many activities do top performers spend per $1,000 compared to low performers?
- What deals are we focusing on?
Find out if there are any neglected opportunities languishing in a selected stage so you can take action to have an agent accelerate the deal.
Dashboards for Sales Managers
Sales Managers have their own home dashboard and versions of sales performance dashboards to help manage their teams to success.
- Sales Manager Home
Sales managers get a summary review of sales results for all their agencies, then dig deeper for fine-grained insights. Click the Open Dashboard links beneath each summary chart to see detailed dashboards.
- Sales Manager: Team Book of Business
Includes the same KPIs, but for agencies instead of agents. See Agent Manager: Team Book of Business earlier in this topic.
- Sales Manager: Customer Acquisition
Includes the same KPIs, but for agencies instead of agents. See Agent Manager: Customer Acquisition earlier in this topic.
- Sales Manager: Sales Performance
Includes the same KPIs, but for agencies instead of agents. See Agent Manager: Sales Performance earlier in this topic.
