ROIgenius
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Reports & Analytics

Agency performance overview with filterable dashboardsAll Time

16
Total Accounts
24
Active Policies
$71k
Annual Premium
$5.5k
Commission YTD
Retention Rate
100%

of accounts retain active policies

Retention Trend
Nov 25Dec 25Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 260255075100
Renewals Due in 60 Days

BOP-2025-003

Business Owners Policy (BOP)

Nov 15

$3,600

COM-2025-001

Commercial Auto

Dec 1

$4,500

WC-2025-001

Workers Comp

Nov 1

$8,500

Quote-to-Bind Ratio
0%

of quotes move to bound status

Pipeline Funnel
01234DraftSubmittedQuotedBound
Producer Activity

Alex Rivera

17 active
2 tasks

$54k

premium

Unassigned

7 active
0 tasks

$17k

premium

Premium by Line of Business
Business Owners Policy (BOP)
Commercial Auto
Workers Comp
Homeowners
Cyber
Personal Auto
Term Life
General Liability (GL)
Umbrella
Premium by Carrier (Top 8)
Hartford
Travelers
State Farm
Chubb
Allstate
Progressive
Pacific Life
Total Commission
$5.5k

across all transactions

Commission by Type
New BusinessRenewal$0k$2k$3k$5k$6k
Top Producers by Commission
01500300045006000Alex Rivera
Premium by Line of Business
Business Owners Policy (BOP)Workers CompGeneral Liability (GL)Term LifeHomeownersPersonal AutoCommercial AutoCyberUmbrella$0k$5k$10k$15k$20k
Policies by Status
Active
Account Sources
Referral 31%Web 25%Google Ad 6%Cold Call 6%Import 31%
  • Referral
  • Web
  • Google Ad
  • Cold Call
  • Import