--- title: "12 Insurance Agency KPIs Every Owner Should Track (With Dashboard Examples)" description: "The 12 metrics that separate thriving agencies from struggling ones — and how to track them automatically." url: https://unlockedcrm.ai/blog/insurance-agency-kpis-dashboard canonical: https://unlockedcrm.ai/blog/insurance-agency-kpis-dashboard category: "Agency Operations" published: 2026-09-15 author: "Jacob Lock" source: unLocked CRM — AI CRM for insurance agents --- # 12 Insurance Agency KPIs Every Owner Should Track (With Dashboard Examples) ## TL;DR 12 essential KPIs span revenue (premium, renewal rate, revenue/agent, commission/policy), activity (quotes, quote-to-bind, speed-to-quote, appointments), and client metrics (retention, policies/client, NPS, CAC). ## Key data points - Healthy insurance agencies produce $150K–$250K revenue per agent annually - Best-in-class speed-to-quote is under 2 hours; AI achieves under 5 minutes - Insurance client retention target is 92%+ annually # 12 Insurance Agency KPIs Every Owner Should Track ## Revenue KPIs 1. **New Business Premium** — Target 5–10% monthly growth. 2. **Renewal Rate** — Target 85%+, 90%+ for commercial. 3. **Revenue Per Agent** — Benchmark $150K–$250K annually. 4. **Commission Per Policy** — Track by product line. ## Activity KPIs 5. **Quotes Per Agent** — 15–25/week. 6. **Quote-to-Bind Ratio** — 30–40% personal, 20–30% commercial. 7. **Speed to Quote** — Best-in-class under 2 hours; AI achieves under 5 min. 8. **Appointments/Week** — 8–12 per producer. ## Client KPIs 9. **Retention Rate** — Target 92%+. 10. **Policies Per Client** — Target 2.5+. 11. **NPS** — 50+ excellent, 70+ world-class. 12. **Client Acquisition Cost** — Under $200 personal lines. unLocked CRM tracks all 12 automatically with real-time dashboards. ## FAQ ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/insurance-crm-roi-calculator - https://unlockedcrm.ai/blog/insurance-agency-growth-strategies --- Source: [12 Insurance Agency KPIs Every Owner Should Track (With Dashboard Examples)](https://unlockedcrm.ai/blog/insurance-agency-kpis-dashboard) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/insurance-agency-kpis-dashboard.