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.
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.
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.
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.
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
$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
$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
We've all the answers
Still have more questions?
Set your business up for success with Insure Metrics