An Owner Dashboard for an Insurance Brokerage

The Challenge

A brokerage's book of business is really a stack of expiry dates — motor, health, life, commercial, marine — each renewal a moment where a client can quietly walk to a competitor if nobody calls in time. Layered on top of that: open claims that need chasing, advisors with uneven productivity, and premium that can end up concentrated with one or two carriers without anyone noticing until it becomes a real exposure. At a brokerage running 600+ active clients, that picture lived across a policy system, a claims log, and whatever the owner remembered from the last advisor meeting.

The Solution

Broker Pulse — a single-page dashboard an owner opens once each morning. A renewal tracker sorts every upcoming expiry by urgency across the whole book. A renewal-risk ageing chart buckets premium by days-to-expiry so the nearest-term risk is the most visible, not the most overdue one. Advisor productivity meters compare policies serviced against target — and unlike a capacity meter, going over target here is the good outcome, so the color logic runs the opposite way from a workload dashboard. In the delivered build this data syncs live from the agency's own policy management and accounting software; the public demo below stands in sample data for that live feed so it can be shown without exposing real client or policy data.

What we added beyond the brief

The starting spec covered renewals, premium, policy mix, and advisor load. Three things earned a place on the dashboard because they're what actually keeps a brokerage owner up at night, not because they were asked for:

• Renewal rate as its own KPI. Renewal count and at-risk count show workload, not performance. A 90-day renewal rate is the number that actually tells an owner whether retention is improving or slipping.
• An open claims tracker. Claims turnaround affects both client trust and E&O exposure, and it lives on a completely different clock than renewals — it belongs next to them, not buried in a separate system.
• Premium-by-insurer, with a concentration flag. Over-reliance on one carrier is a real business risk for a brokerage. Flagging it at a 30% share threshold turns a spreadsheet nobody opens into something the owner sees every morning.

The monthly premium chart also splits renewal from new business instead of showing one line — the same total can mean a healthy, growing book or a book that's only staying flat because of new sign-ups covering for churn, and those are very different mornings for an owner.