Insurance Agency Revenue Audit

Find your agency's monthly revenue leak in under 3 minutes.

Agency / company name *

Total active policies: 200

All active policies across all lines

502,000

Average annual premium ($/policy): $2,100

Average annual premium written per policy

$500$10,000

Commission rate (%): 12%

Your average commission across all lines

5%25%

Current retention rate (%): 78%

Top agencies reach 92%+ (IIABA 2025). Manual avg: 77-81%.

50%99%

Policies per household: 2.3

Industry benchmark: 2.3 per household; systematic cross-sell adds +0.4-0.6 lines (IIABA 2025 / Reagan Consulting)

1.04.0

Annual reviews conducted?

McKinsey 2024: Annual reviews reduce preventable churn by 34%

COIs issued per day: 0

ACORD/myCOI 2024: 22 min/COI manual → <60 sec with AI. 99.2% vs 85% compliance; payback under 90 days.

0 (none)30