Insurance Agent’s Monthly Performance Report Template

This template will help you produce agent performance reports based on various data sets and get personalized insights for each independent agent. Using Business Intelligence and Natural Language Generation, it presents an in-depth overview of their sales performance w.r.t their specified regions, products, and set targets in terms of premium, policy counts, and their highest selling plans. It also highlights individual performance analysis of the agents against their peers, showcasing a clear picture of their monthly contributions.

The template is designed to help management and sales teams to closely monitor and measure the sales performance of each independent agent, with actionable recommendations on the next course of action, for them to tap into growth opportunities.

It answers questions such as:

  • How has the agent performed in terms of the overall count of policies?
  • How has the agent performed in terms of premium?
  • What are the highest-selling categories?
  • Which products have the most and least impact in terms of sales?
  • Which are the top-selling plans?
  • How has my zone performed in terms of sales?
  • How has an individual agent performed as compared to his peers?

To use this template, simply download it, connect/upload your data to the dashboard, and run the report, all in just a few clicks.