Insurance Agency Renewal & Book Health
Track policy renewals, written premium, recurring commission, client retention, receivables, carrier concentration, and account coverage mix.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Renewal pipeline and calendar
- Client and policy retention
- Carrier concentration
- Commission forecast
Sample data
Twenty-four synthetic months of fictional clients, policies, lines, carriers, premiums, commissions, dates, renewal stages, producers, receivables, and claims counts.
Measures included
- Written premium
- Commission revenue
- Client retention
- Policy retention
- Carrier concentration
Connect your data
Start with the sample rows, then replace them with the systems you already use.
HubSpot
Direct connector
Clients, producers, renewal stages, activities, and cross-sell opportunities
CSV
File import
Policy, premium, carrier, commission, receivable, and claims-count exports
Google Sheets
Direct connector
Retention assumptions, carrier targets, and producer goals
Postgres
Direct connector
Normalized client, policy, renewal, premium, and commission facts
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Add a 120-day renewal cadence
- 02Set producer-specific retention targets
- 03Create a missing-account-product view
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