Advanced & Performance Assessment Reports

Performance Assessment Reports

Performance Assessment reports provide a structured overview of key operational and production metrics:

• New Policies – Track the number and type of new policies written in a selected date range.

• Book of Business – View total active premium, policy count, and distribution across carriers and lines.

• Cancellations – Review policies canceled within a given time frame.

• Tasks – Monitor total assigned and completed tasks for individuals or teams.

• Tasks Overdue – Identify overdue activities to help prioritize workloads.

? Tip: Use these reports in quarterly business reviews to track progress toward annual goals.

Advanced Reports

Advanced reports give you access to deeper data cuts and specialized analytics:

• Retention Ratio by Carrier / Parent Carrier / Line of Business / Agent – Measure renewal rates across multiple segments.

• Cross-Sell Opportunities – Identify accounts with potential for additional lines of business.

• Lost Business – See policies lost and reasons for non-renewal or cancellation.

• Producer Overview – Evaluate each producer’s performance in writing and retaining business.

• Agency Commissions Based on Rules – View projected commissions based on configured rules.

• Agency Commissions Unearned – See commissions not yet earned based on effective dates.

• Book of Business Annualized – Annualized view of total active premium for growth planning.

? Tip: The Producer Leadership Board report is an excellent motivational tool to recognize top performers and encourage healthy competition.

Filtering for Insights

• Date Ranges – Compare monthly, quarterly, or annual performance.

• Agent or CSR – Focus on individual productivity and retention rates.

• Line of Business – Identify trends in high- and low-performing segments.

Best Practices

• Review performance reports monthly for internal accountability and quarterly for strategic planning.

• Pair Retention Ratio with Lost Business data to find improvement areas in client service and communication.

• Share select performance metrics with staff to encourage ownership of results.