Executive Command Center

Agency-wide intelligence across production, underwriting, retention and revenue

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

Written Premium

$861,000

-19.7%vs previous period
Drill in

Net Agency Revenue

$35,176

-25.2%vs previous period
Drill in

Policies Issued

77

-9 vs previous period

Drill in

Active Pipeline

$7.84M

320 open opportunities · est. premium

Drill in

Pending Underwriting

$1.21M

34 active cases

Drill in

Renewal Revenue at Risk

$51,427

98 policies requiring attention

Drill in

New Leads

136

-7.5%

Active Opportunities

320

Quotes Generated

180

Applications Submitted

56

Placement Rate

82%

+2.1 pts

Quote-to-Bind Rate

37%

Renewal Retention

95%

Products Per Client

1.6

What requires attention today

Action Center

Prioritised exceptions across production, underwriting, renewals and revenue

View All Alerts & Exceptions
  • CriticalUnderwriting

    2 underwriting cases over 30 days

    Assigned

    Elliot Pace

    Due

    Today

    Value

    $145,080

    View Case
  • CriticalLicensing

    4 agent licenses expire within 14 days

    Assigned

    Compliance desk

    Due

    Within 14 days

    Value

    —

    Review
  • CriticalCommissions

    $16,190 in overdue carrier commissions

    Assigned

    Finance

    Due

    Overdue

    Value

    $16,190

    Reconcile
  • CriticalPolicies

    3 policies pending cancellation for non-payment

    Assigned

    Renee Alvarez

    Due

    Today

    Value

    —

    Contact Client
  • High PriorityUnderwriting

    85 underwriting requirements outstanding

    Assigned

    UW coordinator

    Due

    48 hours

    Value

    $174,795

    Assign
  • High PriorityQuotes

    7 quotes expire within 72 hours

    Assigned

    Elliot Pace

    Due

    72 hours

    Value

    —

    Contact Client
  • High PriorityRenewals

    98 high-value renewals require contact

    Assigned

    Renee Alvarez

    Due

    This week

    Value

    $51,427

    Contact Client
  • High PriorityCross-Sell

    6 high-value cross-sell opportunities untouched for 30+ days

    Assigned

    Marcus Reed

    Due

    This week

    Value

    $78,430

    Assign
  • StandardTasks

    14 follow-ups due today

    Assigned

    Agency team

    Due

    Today

    Value

    —

    Complete
  • StandardApplications

    9 applications awaiting signatures

    Assigned

    Operations

    Due

    3 days

    Value

    —

    Review
  • StandardRenewals

    17 renewal questionnaires pending

    Assigned

    Service desk

    Due

    5 days

    Value

    —

    Complete

InsurFit IQ Intelligence

Signals derived from your current filter context · Quarter to date

Intelligence layer

INSIGHT

Underwriting turnaround at Harborview Health is averaging 20.7 days — the slowest in your carrier set for this period.

OPPORTUNITY

28 high-priority clients hold coverage gaps worth roughly $356,500 in additional agency revenue.

WARNING

Elliot Pace has $2.01M in renewal premium requiring action within the next 30 days.

PERFORMANCE

Google leads are converting 3.0x higher than Agents leads.

REVENUE

$174,795 in estimated commission revenue is tied to 34 applications pending underwriting requirements.

Diagnose

Agency Sales Funnel

Stage-by-stage conversion · Quarter to date

Full funnel analysis
  1. Leads136top
  2. Qualified8764%
  3. Quotes180207%
  4. Applications5631%
  5. Underwriting4682%
  6. Approved4087%
  7. Bound3690%
  8. Issued46128%

Lead → Qualified

64%

Qualified → Quote

207%

Quote → Application

31%

Application → Issued

82%

Understand

Premium & Revenue Performance

Production trend against agency targets

Monthly Premium Target

$245K

of $2.50M target

Attainment9.8%
Gap to target
$2,255,500
Avg. premium / policy
$11,038
Lead conversion
17.6%

Act

Pipeline Intelligence

Open opportunity value, weighting and velocity

View pipeline

Total Pipeline

$7.84M

Weighted Pipeline

$3.81M

Est. Agency Revenue

$1.13M

Avg. Days to Close

33.3

days

Pipeline value by stage

  • Discovery$2.10M · 75
  • Quote Requested$1.51M · 58
  • Quote Received$1.55M · 62
  • Application$1.08M · 53
  • Underwriting$1.31M · 60
  • Approved / Bind$287K · 12
Weighted pipeline applies stage probability to each opportunity value.

Top 5 open opportunities

Where business is stuck

Underwriting Health

Pending premium, aging and outstanding requirements

View Underwriting Command Center

Active Cases

34

Pending Premium

$1.21M

Estimated Revenue

$175K

Average UW Days

11.5

Outstanding Requirements

85

Cases > 10 Days

14

Cases > 20 Days

7

Cases > 30 Days

2

Cases requiring attention

Aging distribution

  • 0–5 Days11 · $277K
  • 6–10 Days9 · $352K
  • 11–20 Days7 · $366K
  • 21–30 Days5 · $124K
  • 30+ Days2 · $90K

Cases are prioritised by days pending, premium value, estimated revenue and outstanding requirements.

Which agents are performing

Agent Performance

0–100 InsurFit IQ Score blends production, conversion, placement, retention, cross-selling and operational quality

View All Agent Scorecards
  • Elliot PaceVanessa Cole · CA
    Written Premium
    $136,050
    Issued Premium
    $136,050
    Revenue
    $7,826
    Placement %
    100%
    Retention %
    96%
    Cross-Sells
    2
    InsurFit IQ Score
    72
  • Renee AlvarezDerrick Shaw · IL
    Written Premium
    $65,600
    Issued Premium
    $65,600
    Revenue
    $3,312
    Placement %
    100%
    Retention %
    95%
    Cross-Sells
    2
    InsurFit IQ Score
    64
  • Hugo FerreiraLena Ostrander · TN
    Written Premium
    $48,300
    Issued Premium
    $48,300
    Revenue
    $2,780
    Placement %
    100%
    Retention %
    95%
    Cross-Sells
    2
    InsurFit IQ Score
    60
  • Naomi ChenMalik Turner · NV
    Written Premium
    $64,050
    Issued Premium
    $64,050
    Revenue
    $3,168
    Placement %
    100%
    Retention %
    96%
    Cross-Sells
    2
    InsurFit IQ Score
    57
  • Priya RamanDerrick Shaw · CA
    Written Premium
    $13,700
    Issued Premium
    $13,700
    Revenue
    $887
    Placement %
    100%
    Retention %
    96%
    Cross-Sells
    3
    InsurFit IQ Score
    56
  • Devin WallaceLena Ostrander · WA
    Written Premium
    $33,400
    Issued Premium
    $16,550
    Revenue
    $1,344
    Placement %
    100%
    Retention %
    95%
    Cross-Sells
    2
    InsurFit IQ Score
    56
  • Camille FosterMalik Turner · FL
    Written Premium
    $76,000
    Issued Premium
    $76,000
    Revenue
    $3,963
    Placement %
    67%
    Retention %
    100%
    Cross-Sells
    2
    InsurFit IQ Score
    56
  • Tobias NguyenVanessa Cole · CO
    Written Premium
    $64,050
    Issued Premium
    $64,050
    Revenue
    $3,375
    Placement %
    100%
    Retention %
    96%
    Cross-Sells
    2
    InsurFit IQ Score
    56

Which carriers are performing

Carrier Intelligence

Placement, turnaround, compensation and retention by carrier

View Carrier Performance
  • Vanguard Fitness Risk
    Submitted Premium
    $37,750
    Issued Premium
    $152,350
    Placement Rate
    69%
    Avg. UW Days
    16.7
    Avg. Commission
    15.1%
    Revenue
    $8,512
    Retention
    96%
  • Peak Mutual
    Submitted Premium
    $102,100
    Issued Premium
    $100,500
    Placement Rate
    83%
    Avg. UW Days
    9.5
    Avg. Commission
    17.5%
    Revenue
    $6,507
    Retention
    93%
  • Apex Specialty
    Submitted Premium
    $72,300
    Issued Premium
    $103,800
    Placement Rate
    85%
    Avg. UW Days
    11.0
    Avg. Commission
    16.2%
    Revenue
    $6,222
    Retention
    84%
  • Harborview Health
    Submitted Premium
    $42,850
    Issued Premium
    $81,650
    Placement Rate
    63%
    Avg. UW Days
    20.7
    Avg. Commission
    15.6%
    Revenue
    $4,713
    Retention
    87%
  • Momentum Benefits
    Submitted Premium
    $159,450
    Issued Premium
    $68,600
    Placement Rate
    83%
    Avg. UW Days
    11.3
    Avg. Commission
    15.6%
    Revenue
    $3,960
    Retention
    92%
  • Northgate Indemnity
    Submitted Premium
    $24,300
    Issued Premium
    $104,350
    Placement Rate
    84%
    Avg. UW Days
    6.0
    Avg. Commission
    10.0%
    Revenue
    $3,861
    Retention
    88%
  • Summit Life Fastest UW
    Submitted Premium
    $34,050
    Issued Premium
    $81,650
    Placement Rate
    69%
    Avg. UW Days
    4.0
    Avg. Commission
    9.4%
    Revenue
    $2,840
    Retention
    84%
  • Cardinal Underwriters Best placement
    Submitted Premium
    $65,000
    Issued Premium
    $62,250
    Placement Rate
    90%
    Avg. UW Days
    12.6
    Avg. Commission
    10.9%
    Revenue
    $2,511
    Retention
    96%
  • Titan Commercial
    Submitted Premium
    $31,250
    Issued Premium
    $49,350
    Placement Rate
    89%
    Avg. UW Days
    6.3
    Avg. Commission
    9.8%
    Revenue
    $2,400
    Retention
    97%
  • Sterling Assurance
    Submitted Premium
    $75,300
    Issued Premium
    $39,650
    Placement Rate
    72%
    Avg. UW Days
    13.0
    Avg. Commission
    16.1%
    Revenue
    $2,362
    Retention
    93%

Which renewals are at risk

Renewals & Revenue at Risk

Forward renewal load and accounts flagged for intervention

Open Renewal Command Center

Next 30 Days

178 policies

$2.01M premium

31–60 Days

189 policies

$2.11M premium

61–90 Days

202 policies

$2.36M premium

91–120 Days

184 policies

$2.33M premium

Revenue at Risk

$51,427

98 policies flagged

Which clients to cross-sell

Cross-Sell Intelligence

Coverage gaps in the existing book, ranked by agency revenue

View Cross-Sell Intelligence

Open Cross-Sell Opportunity

$2,427,900

estimated premium

Est. Additional Revenue

$356,500

agency net

High-Priority Clients

28

ready to approach

Where commissions are missing

Commission Snapshot

Expected vs received compensation and open exceptions

Open Commission Reconciliation

Expected This Month

$118,614

Received

$90,858

Outstanding

$27,756

Agent Payable

$65,237

Chargebacks

$24,890

Net Agency Revenue

$35,176

Commission exceptions

Where the book is concentrated

Business Mix & Concentration

Premium by division and client segment, revenue by carrier

View Book of Business

Premium by division

  • Property & Casualty43%
  • Life21%
  • Accident & Health10%
  • Employee Benefits26%
Break down

Premium by client segment

  • Gyms47%
  • Personal Trainers12%
  • Wellness16%
  • Bodybuilders12%
  • Other14%
Break down

Revenue by carrier

  • Vanguard Fitness Risk$9K
  • Peak Mutual$7K
  • Apex Specialty$6K
  • Harborview Health$5K
  • Momentum Benefits$4K
  • Northgate Indemnity$4K

Which marketing channels work

Marketing & Lead Source Performance

Channel efficiency from first touch to issued policy

View Marketing Analytics

Total Leads

136

Policies Written

78

Blended Conversion

57.4%

Channel Revenue

$43,887

  • GoogleTop revenue
    Leads
    12
    Quotes
    26
    Policies
    11
    Conversion %
    91.7%
    Written Premium
    $149,400
    Revenue
    $7,951
  • Referral
    Leads
    12
    Quotes
    20
    Policies
    11
    Conversion %
    91.7%
    Written Premium
    $145,850
    Revenue
    $7,792
  • Bodybuilding Events
    Leads
    13
    Quotes
    15
    Policies
    8
    Conversion %
    61.5%
    Written Premium
    $122,450
    Revenue
    $6,059
  • Affiliates
    Leads
    18
    Quotes
    27
    Policies
    12
    Conversion %
    66.7%
    Written Premium
    $102,350
    Revenue
    $5,356
  • Instagram
    Leads
    17
    Quotes
    23
    Policies
    7
    Conversion %
    41.2%
    Written Premium
    $75,300
    Revenue
    $3,935
  • Fitness Expos
    Leads
    18
    Quotes
    22
    Policies
    9
    Conversion %
    50.0%
    Written Premium
    $81,850
    Revenue
    $3,566
  • Gym Partnerships
    Leads
    12
    Quotes
    18
    Policies
    8
    Conversion %
    66.7%
    Written Premium
    $67,850
    Revenue
    $3,231
  • Facebook
    Leads
    21
    Quotes
    10
    Policies
    8
    Conversion %
    38.1%
    Written Premium
    $62,950
    Revenue
    $3,027
  • Agents
    Leads
    13
    Quotes
    19
    Policies
    4
    Conversion %
    30.8%
    Written Premium
    $53,000
    Revenue
    $2,970

Where the agency is heading

Agency Forecast

Projected production from weighted pipeline, in-flight underwriting and renewal retention

Open Forecast Model

Next 30 days

149% of target

$3,722,682

projected written premium

Target $2.50M

Projected issued premium
$3,387,641
Projected revenue
$576,439
Revenue target
$360K

Next 60 days

138% of target

$6,924,639

projected written premium

Target $5.00M

Projected issued premium
$6,301,421
Projected revenue
$1,072,246
Revenue target
$720K

Next 90 days

134% of target

$10,022,147

projected written premium

Target $7.50M

Projected issued premium
$9,120,153
Projected revenue
$1,551,879
Revenue target
$1.08M