---
title: "The 10 KPIs Every Insurance Agent Should Track"
description: "What gets measured gets improved. Here are the metrics that matter most for insurance sales success."
url: https://unlockedcrm.ai/blog/insurance-agent-kpis-track
canonical: https://unlockedcrm.ai/blog/insurance-agent-kpis-track
category: "Analytics"
published: 2024-12-24
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# The 10 KPIs Every Insurance Agent Should Track

Flying blind is no way to run an insurance practice. These ten KPIs give you the visibility to improve continuously.

## 1. Lead Response Time

How quickly do you respond to new leads? Under 5 minutes is the gold standard.

## 2. Contact Rate

What percentage of leads do you actually reach? Track this by channel (call, text, email).

## 3. Appointment Set Rate

Of contacts reached, how many result in scheduled appointments?

## 4. Quote Rate

What percentage of appointments convert to quote requests?

## 5. Close Rate

Of quotes issued, how many become policies?

## 6. Average Premium

What's the average size of policies you close?

## 7. Activities Per Day

Total calls, emails, and texts. Activity drives results.

## 8. Pipeline Value

Total potential premium in your active pipeline.

## 9. Sales Cycle Length

Average days from first contact to closed policy.

## 10. Persistency Rate

What percentage of policies renew? This affects long-term income.

## Related

- https://unlockedcrm.ai/blog/insurance-crm-software-complete-guide
- https://unlockedcrm.ai/blog/sales-dashboards-insurance-agency
- https://unlockedcrm.ai/blog/data-driven-decisions-insurance-sales

---

Source: [The 10 KPIs Every Insurance Agent Should Track](https://unlockedcrm.ai/blog/insurance-agent-kpis-track) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/insurance-agent-kpis-track.