Persona Experience
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Agency Owner KPIs
Total Premium:$4.2M+24%
Retention Rate:91%+3%
Growth Rate:+18%+5%
Profit Margin:32%+4%
Revenue Touchpoints for Agency Owner
Platform Subscription$299-999/month
Payment Volume~1.2% net margin
Premium Finance3-5% of financed amount
Data/AnalyticsPremium tier revenue
Total Premium
$4.2M
+24% YoY
Retention Rate
91%
+3% from last year
Growth Rate
+18%
Above market avg
Profit Margin
32%
+4% improvement
Revenue vs Target
At-Risk Accounts
Tech Solutions Inc
85% riskPayment issues
$12,500
Downtown Restaurant
72% riskPrice shopping
$8,900
Johnson Contractors
68% riskClaims frequency
$15,200
Producer Performance
#1
Sarah Mitchell
47 bound34% conv
$89,240
Revenue
#2
James Wilson
42 bound31% conv
$78,500
Revenue
#3
Emily Chen
38 bound29% conv
$71,200
Revenue