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Executive Overview

Producer Performance

Total Bound Premium

$1.46M

+18.4% YTD

Policies Bound

420

Across all producers

Avg Quote-to-Bind

35%

+2.1% vs Q1

Active Producers

5

3 above target

Producer Leaderboard

Ranked by bound premium

SM

Sarah Mitchell

Senior Producer

$482K$500K target

42%

Bind Rate

124

Policies

MJ

Mike Johnson

Producer

$356K$400K target

38%

Bind Rate

98

Policies

EC

Emily Chen

Producer

$298K$350K target

35%

Bind Rate

86

Policies

4
DP

David Park

CSR

$186K$200K target

28%

Bind Rate

64

Policies

5
LT

Lisa Thompson

CSR

$142K$175K target

32%

Bind Rate

48

Policies

AI Coaching

Select a producer to view AI coaching insights

Agency Performance Trend

Monthly premium and conversions