Renewal Prep
Turns an account's policy summary export into a one-page renewal review with questions to ask the client
Stays out: Driver's license numbers, Social Security numbers, claim medical details
INSURANCE AGENCIES
Get Your Insurance Agencies Data AI‑Ready
The Insurance Agency Pack is how Small Biz Data works with independent agencies.
Who It's For
Personal and commercial property and casualty lines, often with some benefits or life business. Their data sits across an agency management system, carrier portals and downloads, comparative raters, a CRM and the books.
What We Measure
Commission Revenue by Carrier
Commission and fee income for each carrier and line of business
Where It Comes From: Carrier statements and books
Commission Reconciliation Gap
Commission expected from booked policies but not yet received, in dollars and days
Where It Comes From: Agency management system vs carrier statements
Client Retention Rate
Share of clients at the start of the year still insured through the agency at the end
Where It Comes From: Agency management system
Policies per Client
Average number of active policies per client household or business
Where It Comes From: Agency management system
New Business per Producer
New commission revenue written by each producer
Where It Comes From: Agency management system
Revenue per Employee
Commission and fee revenue divided by staff
Where It Comes From: Books plus staff list
Renewal Review Lead Time
Days before the renewal date that the account review starts
Where It Comes From: Agency management system activity dates
Quote-to-Bind Rate
Share of quotes that become bound policies, by source
Where It Comes From: CRM or rater plus agency management system
Download Exceptions
Policies whose carrier download doesn't match the agency management system
Where It Comes From: Download exception report
Agency-Bill Receivables Days
Days agency-billed premium sits unpaid
Where It Comes From: Agency management system aging
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Client Letters
Drafts renewal reminders, coverage-change notices and welcome letters for a licensed agent to review
Stays out: Coverage advice not yet reviewed by a licensed agent
Carrier Appetite Guide
Answers staff questions about which carriers write which risks
Stays out: Client files
Proposal Draft (optional)
Turns a quote comparison into a client-ready proposal draft
Stays out: Full client applications
What Stays With You
Small Biz Data organizes and connects the agency's data. It does not give coverage, licensing or legal advice. Agency-billed premium held in trust stays in the agency's own accounting process, and any coverage wording a client sees is reviewed by a licensed agent.
How Ready Is Your Business?
Twenty yes-or-no statements written for Insurance Agencies. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes