Insurance Agency CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every household, quote, policy, renewal and X-date in one place, with retention and production you can see at a glance.

Made for independent and captive insurance agents and small agencies. Track households, quotes and policies, see every renewal coming up and which ones are at risk, and keep X-dates working for you. The live dashboard shows new premium written, quote-to-bind, premium and policies in force, retention, commission and what needs attention today.

What's included

• Insurance Agency CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Insurance Agency CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

What it does

• Households, quotes and policies with line, carrier, producer, effective and expiration dates, premium and commission
• Renewals in the next 30, 60 and 90 days, with review status and rate change on each renewal offer
• Renewal risk flags from a rule you can see: pending cancellation, rate increase at or above your alert %, monoline, first renewal, not reviewed
• Policy and premium retention, retention by line, and cancellations by reason
• X-date calendar for the next 12 months and a call list; passed X-dates roll forward 6 or 12 months
• Cross-sell list of monoline households with the next line to offer, plus bundle, umbrella and life penetration
• Lead source ROI: cost per lead, cost per bind and first-year commission per $1 spent
• Producer scorecards against each producer's own monthly goal, and commission by month, line and carrier
• Pre-filled renewal review and X-date emails that open in your own email app, plus tap-to-call (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline & Quotes, Policies & Book, Renewals & Retention, X-Dates, Producers, Commissions and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an active policy whose expiration date is weeks past, the dashboard tells you.

Team seats

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-insurance and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.