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Drive Better Retention and Sales Growth for your Insurance Agency

Drive Better Retention and Sales Growth for your Insurance Agency

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.

Start Free Trial

Start Free Trial

Schedule Demo

Schedule Demo

See Insure Metrics in Action!

See Insure Metrics in Action!

What are people saying

D.D.

"The best tool I've used for tracking my team's pyramid. They make it really easy to coach my people."

A.S.

"The system is awesome, seriously!"

D.F.

"The audit uploads make it super easy for my manager to assign cancellations and renewals. Already seeing an increase in retention after 1 month!"

What are people saying

D.D.

"The best tool I've used for tracking my team's pyramid. They make it really easy to coach my people."

A.S.

"The system is awesome, seriously!"

D.F.

"The audit uploads make it super easy for my manager to assign cancellations and renewals. Already seeing an increase in retention after 1 month!"

What are people saying

D.D.

"The best tool I've used for tracking my team's pyramid. They make it really easy to coach my people."

A.S.

"The system is awesome, seriously!"

D.F.

"The audit uploads make it super easy for my manager to assign cancellations and renewals. Already seeing an increase in retention after 1 month!"

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.

Unlock Your 14-Day Free Trial!

Unlock Your 14-Day Free Trial!

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.

Retention Tracking

Easy one-click upload of cancellations and win backs. Never miss a renewal again with one-click assigned to your team.

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.

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.

FEATURES

EMPOWERING METRICS,
EMPOWERING YOU.

Track metrics that matter to your captive agency and manage your sales
team by the numbers with month-to-month reporting.

Track metrics that matter to your captive agency and manage your sales team by the numbers with month-to-month reporting.

Track metrics that matter to your captive agency and manage your sales team by the numbers with month-to-month reporting.

Unlock Your 14-Day Free Trial!

Struggling with spreadsheets to view your agency's 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.

Try Now

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.

Try Now

Challenges in managing and compensating your team efficiently?

Easily manage compensation with automated reports and customizable plans

Try Now

All the features you’ll need

Track Sales, Quotes & Talk Time

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.

Retention Suite

Easily and automatically track cancellations and renewals

Compensation Tracking

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.

Insure AI

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

PRICING

Get Started with the Plan
that Works for You!

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

Agency OneView

Sales Dashboard

Customer Reach Map

Customizable Home Page

User Management

Compensation Plan

Up to 5 seats

Get Started Today

Get Started Today

Get Started Today

Plus Tier

Suite of tools to manage your agency

Most Popular

$99

/mo

Agency OneView

Sales Dashboard

Customer Reach Map

Customizable Home Page

User Management

Compensation Plan

Up to 10 seats

Company Logo Integration

Ability to change color scheme

Talk Time Tracking

Quote Tracking

Mini CRM

Get Started Today

Get Started Today

Get Started Today

Premium Tier

Full suite of tools to manage your agency

Best Value

$179

/mo

Agency OneView

Sales Dashboard

Customer Reach Map

Customizable Home Page

User Management

Compensation Plan

Up to 20 seats

Company Logo Integration

Ability to change color scheme

Talk Time Tracking

Quote Tracking

Mini CRM

Insure AI

Get Started Today

Get Started Today

Get Started Today

Retention Suite

$35

/mo

Agency Oneview

Retention Workflow

My Work

Get Started Today

Get Started Today

Get Started Today

Enterprise Tier

More than 20 users? Let's talk!

Contact Sales

Contact Sales

Insure AI ™

Insure AI™ is $79 per agency

Unlimited AI prompts

Insurance trained AI assistants

Prebuilt Prompts to get you started

Start Using AI Today

Start Using AI Today

Start Using AI Today

FAQ

We've got 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?

Have more questions?

Contact us

Turbocharge your agency with Insure Metrics

Set your business up for success with Insure Metrics

Reviews

“Thank you for building such an empowering tool, especially for designers! The site went from Figma to Framer in less than a week.”

Kayla Ray

@kayray

Turbocharge
your agency with Insure Metrics

Set your business up for success with Insure Metrics