Insurance Business Reports Guide - Monthly Premium, Renewals, Performance

What you measure, you improve. Insurance agents who run monthly reports consistently outgrow those who rely on gut feel.

Report 1: Monthly Premium Booked

Total premium booked, broken down by insurer, product line and new vs renewal. Tracks your top-line revenue trajectory.

Report 2: Renewal Ratio

The single most important number - renewals booked / renewals due. Below 70% indicates leakage; 85%+ indicates a healthy retention engine.

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Report 3: Commission Earnings Split

FYC vs renewal commission split. As your book ages, renewal share should grow toward 60-70%.

Reports 4-7

Top 20 clients by premium. Lapsed policies for win-back campaigns. Sub-agent performance scorecard. Cross-sell opportunities.

FAQ

Monthly is the minimum.

Yes - PDF and Excel.

Yes - per-sub-agent scorecard.

Use the lapsed report to run win-back campaigns.

Reports auto-generate even if you don't run them.

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