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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: 2.1

Industry avg: 2.1 without system → 3.6 with cross-sell program (Applied Systems 2024)

1.04.0

Annual reviews conducted?

McKinsey 2024: Annual reviews reduce preventable churn by 34%

COIs issued per day: 0

ACORD 2024: 22 min/COI manual → 60 sec with AI. $148,382/year savings; 689% ROI Year 1.

0 (none)30