Stop losing clients you should have kept.
Insure Metrics turns your carrier reports and agency data into the exact list of policies your team should be saving this week, and gives them the workflow to actually save them.
14-day free trial · No credit card · Full access
The honest math
The retention math is brutal.
Most agencies don't even know they're losing.
The hidden leak
Independent and captive agencies typically lose 10–15% of their book every year. On a 1,500-policy book at $1,200 average premium, that's hundreds of thousands of dollars of revenue walking out the door, quietly, one missed renewal at a time.
The 90-day window
Roughly 80% of clients who have a renewal conversation before they shop around stay with their agent. If your team isn't reaching out 90 days before expiration, you're paying carriers to win your clients back.
Source: Agency Performance Partners
The visibility gap
The number of agency owners who say their spreadsheet tells them which agent is losing the most policies and why. Your carrier and agency systems have the data. They just don't tell you what to do with it.
Insure Metrics fixes all three. Here's how.
The platform
Three workflows your team has been missing.
Insure Metrics imports the data you already have, through file upload or direct integration, and turns it into three operating systems your team uses every day.
Pillar 01
Retention OS
Save the policies before they leave. Your team opens a prioritised queue of policies most likely to lapse, with reasons pre-tagged and outreach one click away.
- Risk-ranked retention queue
- Click-to-call outreach with auto-logging
- Save-rate dashboards by agent, line, reason
- Audit trail every E&O auditor will love
Pillar 02
Sales Performance
Stop guessing which agents are actually working. Quotes, binds, close ratios, talk time, and compensation, visualised by agent, team, line, and period.
- Live sales dashboard with quote-to-bind funnel
- Talk-time tracking with daily/weekly heatmaps
- Compensation plans that calculate themselves
- Mini-CRM for deals your other tools can't track
Pillar 03
Team Operations
Run your agency, not just your book. The HR side of an agency, finally on the same screen as the performance side: PTO, announcements, onboarding, training, and communications.
- Custom team homepage with leaderboards
- PTO requests + team availability calendar
- Built-in onboarding sequences for new hires
- Learning Hub for ongoing training
A guided tour
The dashboards your team will live in.
Agency OneView
Your agency, one screen.
Earned premium, retention rate, loss ratio, and policy count by line. The dashboard owners open with their coffee.
Retention Queue
Who's leaving this week.
Sortable, filterable, assignable. Every at-risk policy with a reason, a recommended action, and a one-click outreach path.
Sales Activity Hub
Your team's pipeline, by the numbers.
Quotes generated, policies bound, close ratio, and revenue, by agent, by day, by line.
Team Homepage
Your daily command centre.
Announcements, recognition, KPIs, and quick links, all branded for your agency.
✦ Insure AI™
Your data, fully queryable.
Coming soon.
We're building an AI layer that lets you ask plain-English questions of your own agency data: which agents are losing the most policies, where your cross-sell gaps are, what your retention trend looks like month over month. We're not rushing it. It'll be worth the wait.
Get notified when it launches.
Why we exist
Salesforce wasn't built for this.
Spreadsheets weren't either.
We're not a generic CRM. We're the performance layer that sits on top of your existing carrier and agency systems, and finally makes the data useful.
| Generic CRM | Spreadsheets | Carrier Reports | Insure Metrics | |
|---|---|---|---|---|
| Built for insurance | ✗ | ✗ | ✓ | ✓ |
| Proactive retention workflows | ✗ | ✗ | ✗ | ✓ |
| Risk-ranked at-risk queue | ✗ | ✗ | ✗ | ✓ |
| Talk-time + sales analytics | Partial | ✗ | ✗ | ✓ |
| AI you can ask questions of | Partial | ✗ | ✗ | Coming Soon |
| HR / PTO / onboarding | ✗ | ✗ | ✗ | ✓ |
| 14-day free trial | Varies | n/a | n/a | ✓ |
| Monthly billing, no contracts | ✗ | n/a | n/a | ✓ |
Quick math
How much retention revenue are you losing?
Three numbers. Sixty seconds. An honest estimate based on industry-average attrition.
Estimated annual premium lost to preventable churn:
Industry data suggests a meaningful share of this is recoverable with proactive retention workflows.
Insure Metrics is built to help your team see this number, and shrink it.
Start your free trial →Pricing
Honest, monthly, cancellable.
14-day free trial on every plan. No credit card. No setup fees. No annual contracts.
Currently available for
State Farm, Farmers, and Independent agencies coming soon. Join the waitlist →
Retention
Retention Suite
The retention-first entry point
Up to 3 seats
- Agency OneView dashboard
- Smart retention workflows
- Risk-ranked at-risk queue
- Audit trail + outreach logging
Starter
Core
For agencies starting their metrics journey
Up to 5 seats
- Everything in Retention
- Sales Dashboard
- Customer Reach Map
- Customizable Home Page
- User Management
- Compensation Plan
Growing
Plus
For teams hitting their stride
Up to 10 seats
- Everything in Core
- Company Logo Integration
- Custom Color Schemes
- Talk Time Tracking
- Advanced Quote Tracking
- Mini CRM
- Priority Support
Full OS
Premium
Full operating system with AI
Up to 20 seats
- Everything in Plus
- Time Tracking
- Employee Communications
- PTO Calendar
- Onboarding
- Learning Hub
- Insure AI™ COMING SOON
Need more than 20 seats? Talk to us about Enterprise →
State Farm · Farmers · Independent
Not on Allstate? We're expanding.
Support for State Farm, Farmers, and independent agencies is in the roadmap. Leave your email and we'll reach out when we're ready for your agency type.
Real questions
Questions we get every demo.
Who is Insure Metrics built for?
Right now, Insure Metrics is purpose-built for Allstate agents and captive insurance agency owners. We understand the data formats, the reporting structures, and the day-to-day pressures of running a captive book. Support for State Farm, Farmers, and independent agencies is actively on the roadmap. Join the waitlist if that's you.
How does my data get into the platform?
We import your existing agency data through file upload or direct integration. During onboarding we map your data sources to the platform so your dashboards reflect what's actually happening in your book. Contact us about your specific setup and we'll walk through what integration looks like for you.
How does the free trial work?
Every plan starts with a 14-day free trial. No credit card required, no setup fees, full access to all features at that tier. Cancel anytime from your account settings.
What metrics does the platform track?
Earned premium, retention rate, loss ratio, policy counts by line, quote-to-bind ratios, agent close rates, talk time, compensation, and many other operational and financial KPIs. Owners and managers can build customised views on top of any of them.
Can I customise what metrics I track?
Yes. Every dashboard can be filtered by agent, line of business, time period, and team. Plus and Premium plans expand customisation further.
Is my data secure?
Yes. Data is encrypted in transit. We are CCPA and GDPR compliant. Your agency's data is never sold. See our privacy policy for full details.
How does Insure AI handle my data?
Insure AI uses leading model providers (OpenAI, Anthropic, Google, Microsoft, and Groq) to process your questions against your data. Review our privacy policy for the full disclosure, including third-party data handling.
Can I cancel anytime?
Yes. All plans are monthly with no contracts. Cancel from your account settings.
See your retention numbers today.
Sign up. Watch your dashboards come to life. Decide if it's worth it. Cancel if it isn't.
14-day free trial · No credit card · Full access · Cancel anytime