Unlock Sustainable Growth: Retain Clients and Reduce Churn Effortlessly!

Unlock Sustainable Growth: Retain Clients and Reduce Churn Effortlessly!

All Your Agency’s Needs, One Dashboard. Increase efficiency, track performance, and scale your operations effortlessly.

Enhance every aspect of your business sales, ensuring satisfaction, loyalty, and unparalleled service. 

Thanks to AI of course.

Watch a full demo of
Insure Metrics here.

Watch a full demo of
Insure Metrics here.

BENEFITS

BENEFITS

BENEFITS

Done-For-You Reporting and Tracking

Built by agency owners for agency owners, Insure Metrics is designed with you in mind.
Fully automated and easy to use.

Agency OneView

One unified view of your agency metrics always based on the latest and greats data you have available. Track trends and performance month-over-month at a glance.

Quote/Talk Time Tracking

Quote/Talk Time
Tracking

Quote/Talk Time
Tracking

Have your team input all of their quotes throughout the day, and input their talk time before they leave. Easy for them to input, easy for you to track their daily output.

Have your team input all of their quotes throughout the day, and input their talk time before they leave. Easy for them to input, easy for you to track their daily output.

Sales Tracking

Easy to use sales tracking tool for your staff to enter their talk time, quotes and policies written. They can see exactly how they're performing compared to the same time last month.

Insure AI

Leverage AI-trained insurance assistants to streamline your workflow. Access unlimited AI prompts and utilize prebuilt templates to get started quickly and efficiently.

FEATURES

FEATURES

FEATURES

EMPOWERING METRICS,
EMPOWERING YOU.

Track metrics that matter to your captive agency, manage your sales
team by the numbers, and see trends in your month-to-month reports.

Struggling with spreadsheets to view business metrics?

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.

Finding it hard to track your team’s sales performance in real-time?

Track your team's policy sales as they happen with our real-time Sales Dashboard.

Challenges in managing and compensating your team efficiently?

Easily manage compensation with automated reports and customizable plans

All the features you’ll need

Compensation Tracking

Simplify how you calculate and report commissions, ensuring accuracy and satisfaction.

CRM

Effortlessly manage customer interactions and follow-ups with a simplified CRM tailored for insurance needs.

Insure AI

Harness the power of AI to boost efficiency across all agency operations.

Track Sales, Quotes & Talk Time

Simplify how you calculate and report commissions, ensuring accuracy and satisfaction.

Customizable Home Page

Design your perfect home page with ease. Personalize layouts, widgets, and content to match your brand and meet your specific needs.

Heat Map

Harness the power of AI to boost efficiency across all agency operations.

PRICING

PRICING

PRICING

Start with any plan

Try before you buy with our 14-day free trial.

14-day Free trial

Cancel anytime

Core Tier

Basic sales tracking + commission plans

$59

/mo

Free tier +

Insure AI-10 Requests

Sales tracker

Quote tracker

Talk time tracker

Up to 5 seats

Compensation/
bonus tracker

Plus Tier

Suite of tools to manage your agency

Most Popular

Most Popular

Most Popular

$99

/mo

All in Core +

Insure AI - 100 Requests

Mini CRM

Upload reports and manage them from IM

Up to 10 seats

Audits: cancel, pending cancel, renewal, winbacks, 2nd auto VC renewal

Premium Tier

Full suite of tools to manage your agency

Best Value

Best Value

Best Value

$179

/mo

All in Plus +

Insure AI - Unlimited Requests

Up to 20 seats

Custom Branding

Enterprise Tier

More than 20 users? Let's talk!

Insure AI™️

Insure AI™️ is $79 per agency

Insurance trained AI assistants

Unlimited AI prompts

Prebuilt Prompts to get you started

FAQ

FAQ

FAQ

We've all the answers

What metrics does your platform track?

We provide premium levels broken out by different policy types, retention rates, claims processed, policies sold, and month-over-month trends. We also provide sales performance tracking per employee including talk time, quotes, and policies sold.

How is data collected and integrated into the platform?

Can I customize the metrics I want to track?

How does pricing work?

What can the AI assistant do?

How is the AI trained and what data is used?

What is your approach to data privacy with AI?

Can the AI be customized to my agency’s needs?

What metrics does your platform track?

We provide premium levels broken out by different policy types, retention rates, claims processed, policies sold, and month-over-month trends. We also provide sales performance tracking per employee including talk time, quotes, and policies sold.

How is data collected and integrated into the platform?

Can I customize the metrics I want to track?

How does pricing work?

What can the AI assistant do?

How is the AI trained and what data is used?

What is your approach to data privacy with AI?

Can the AI be customized to my agency’s needs?

What metrics does your platform track?

We provide premium levels broken out by different policy types, retention rates, claims processed, policies sold, and month-over-month trends. We also provide sales performance tracking per employee including talk time, quotes, and policies sold.

How is data collected and integrated into the platform?

Can I customize the metrics I want to track?

How does pricing work?

What can the AI assistant do?

How is the AI trained and what data is used?

What is your approach to data privacy with AI?

Can the AI be customized to my agency’s needs?

Still have more questions?

Turbocharge
your agency with Insure Metrics

Turbocharge your business with Rocketsales

Set your business up for success with Insure Metrics