Free Tool · Insurance
Renewal Pipeline Risk Scorecard
How much is your renewal tracking system costing you?
6-minute calculator · No credit card · Results emailed to you
Insurance Agency Renewal Risk Calculator
Tell us how your renewal pipeline runs today. We’ll show you a preview; your full report unlocks after you enter your email.
How many policies are under management across your book?
2,000 policies
What's your book of business mix?
Personal lines
60%
Commercial lines
35%
Benefits & other: 5%
Average annual commission per personal-lines policy
$180 / policy
Average annual commission per commercial-lines policy
$950 / policy
Current retention rate on your book (last 12 months)
88% retention
How do you track renewal dates today?
Roughly how many renewals did you miss or lose to a competitor last year?
8 renewals
How many CSRs on staff?
4 CSRs
Primary agency management system (AMS)
How many days before expiration do you typically start renewal outreach?
30 days before expiration
Preview
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