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.
Why Agencies Choose Insure Metrics.
Real-time Analytics
Get instant insights into your agency performance with live data dashboards.
Automated Workflows
Easily upload customer reports, assign staff, and track outreach; all in one place.
Team Collaboration
Your team's essential links, messages, and stats on one custom homepage.
Secure & Compliant
Enterprise-grade security ensures your sensitive data stays protected.
What You Can Do with Insure Metrics
Advanced retention management with comprehensive filtering, audit trails, staff assignments, and detailed customer tracking across multiple retention categories.
Monitor earned premiums, retention rates, loss ratios, and policy trends with real-time analytics.
Analyze sales performance by employee with detailed metrics on quotes, policies, and close ratios.
Create personalized team hubs with announcements, sales recognition, and quick access to resources.
Start Your Free Trial Today
Experience the power of InsureMetrics with our comprehensive 14-day free trial. No credit card required, no setup fees, cancel anytime.
Premium & Retention Analytics
Monitor earned premiums, track total items, and maintain high retention rates with comprehensive analytics. Get real-time insights into your agency's financial performance and customer retention metrics.
Policy Analytics & Performance
Analyze policy counts by line, track monthly and yearly performance metrics, and filter data by employee and time periods. Get detailed insights into your agency's policy distribution and growth trends.
Talk Time & Employee Tracking
Monitor employee talk time, track performance by date ranges, and manage detailed employee records. Comprehensive time tracking with visual charts and detailed data tables for optimal team management.
Choose the Perfect Plan
for Your Agency
Start your journey with our comprehensive 14-day free trial. No commitment, cancel anytime.
Perfect for getting started with essential tracking
Billed monthly
- Agency OneView
- Sales Dashboard
- Customer Reach Map
- Customizable Home Page
- User Management
- Compensation Plan
- Up to 5 seats
Complete suite for growing agencies
Billed monthly
- Everything in Core Tier
- Up to 10 seats
- Company Logo Integration
- Custom Color Schemes
- Talk Time Tracking
- Advanced Quote Tracking
- Mini CRM
- Priority Support
Enterprise-grade solution with AI
Billed monthly
- Everything in Plus Tier
- Up to 20 seats
- Insure AI
- Time TrackingNEW
- Employee CommunicationsNEW
- PTO CalendarNEW
- OnboardingCOMING SOON
Need Something Focused?
Start with our specialized retention tools
Essential tools to keep your clients
Billed monthly
- Agency OneView Dashboard
- Smart Retention Workflows
- Up to 3 seats included
Join thousands of insurance professionals who trust InsureMetrics to drive their success. Start your free trial today and see the difference in 14 days.