Simplifying how top insurance teams see their sales upgrades and cancellations.
For Sales
Watch your reps subscription sales soar by 25% in real-time by visualizing your call KPIs clearly on simple dashboards.
For Customer Service
Keep on top of your churn and service level agreements with live insights into how satisfied your customers actually are.
Why use real-time dashboards in insurance?
One dashboard view for all your performance data
Centralize all your leads, sales, service, and subscription billing data on real-time insurance dashboards – instead of having to look in 7 different systems.
The only live omnichannel overview you need
Successfully service your customers on any channel they want. Meet the modern insurance customer's expectations on calls, chats, emails, or any other system you use!
Get inspired by more ready-made insurance dashboards for you to get started!
Gamify and multiply your MRR in insurance
No longer a trend, now a must-have.
Insurance is competitive. Stand out by offering the best service – and you'll make more sales.
Run CSAT-crushing contests to keep your service agents on their game and your customers satisfied.
Motivate and automate for modern insurance
Automate contests and push notifications to celebrate small individual wins and major team milestones.
The recognition your employees need to keep motivated and keep hitting their targets!
Our Insurance Success Stories
The Insurance Surgery boosts lead generation calls by 50% with Plecto x Aircall integration – visualizing real-time call metrics made easy!
Learn how IF Forsikring uses Plecto’s gamification features to supercharge the engagement and motivation of their employees.
Discover how US-based Active Insurance Solutions are thriving thanks to the "instant impact" of real-time data.
Save time and energy by automating reports
Are you routinely spending hours compiling reports? Let Plecto do the heavy lifting for you. Automate and schedule your real-time reports and get them automatically exported.
![Active Insurance Solutions]()
"Plecto's absolutely impacted the team. The team's just talking about it, talking about our goals, whether we are going to get the incentive this month, and we've never had that before. When the agency has a great month, our employees are rewarded in real-time."
![If Forsikring Danmark Logo.png]()
"Since introducing Plecto, people have been more engaged, and have been competing a lot more than we used to. Our reps are reaching out a lot more to each other, and saying 'OK, I will sell more than you today,' for example."
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"With Plecto, all the agents' sales are visible and it creates a motivating mindset in my team to make more sales."
Get inspired by these common insurance KPIs
Premium Retention
Tracks the percentage of premiums that you have retained from existing policyholders.
New Business Premium
Measures the revenue generated from new policies sold during a set period.
New Policies per Agent
Know which of your agents are producing the most new business.
Number of Referrals
Measures the number of clients who were referred by existing customers.
Claims ratio
Vital to all agencies, this measures the number of claims against revenue.
Average Payout per Claim
As the name suggests, the average amount of money paid out per claim.
Get the full list in our blog on the 15 Essential Insurance KPIs 📈
Let the numbers do the talking...
Explore Plecto's features
Real-time Dashboards
Visualize KPIs on TVs around the office.
Real-time Reports
Save time with live, automated reports.
Performance Agreements
Set targets for each employee and follow progress in real-time.
Build Custom KPI's
Choose the KPIs that suit your custom needs.
Gamification
Spark motivation and a healthy culture of competition.
Instant Notifications
Recognize and celebrate success as it happens.
Dynamic Dashboards
Personalize performance with Dynamic Dashboards
Gamification+
Get access to both the Reward Store and Contests with Gamification+
Coaching and Training
Elevate employee development with One-on-ones and Quizzes
TV Dashboards
Display your KPI dashboards on TVs around the office and transform your office and transform your office into a data-driven and motivated workplace.
Start your free trial today
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