ForMotiv Insurance Agent Analytics for Distribution & Digital Experience Teams
In Part 1 and Part 2 of our series, we explored how Underwriting, Risk, and SIU teams use ForMotiv Agent to detect gaming, misrepresentation, and fraud. Today, we’re highlighting how our insurance agent analytics are being used by Distribution, Agent Management, and Digital Agent Experience (AX) teams to optimize performance, reduce churn, and improve the agent journey.
Insurance Agent Analytics for Performance & Benchmarking
Understand performance and establish behavioral benchmarks for smarter agent management.
Production metrics tell you what happened. ForMotiv helps you understand why. We surface insights across your entire agent population to help you identify agents to reward, support, or re-engage.
Key Behavioral Personas:
- Strong Starters – New agents showing high engagement and strong early conversion
- High Performers – Agents with sustained quote/bind growth, ideal for loyalty programs
- ️Drifters – Agents whose activity is flatlining — possibly disengaging or shifting business elsewhere
Why it matters:
- Reveal rising stars before they peak
- Re-engage agents before they disappear
- Tailor coaching and support using behavioral precision
- Improve onboarding and retention with data that actually drives results
ForMotiv Agent Experience (AX)
Optimize your digital experience. Improve satisfaction. Close more business.
While it’s easy to focus on risky behavior, it’s just as critical to identify friction — the subtle roadblocks slowing agents down, frustrating them, or driving them elsewhere.
Improving your Agent Experience (AX) doesn’t just increase satisfaction; it leads to more loyalty, higher conversion rates, and better business outcomes. Leverage ForMotiv’s Insurance Agent Analytics Solutions to do it all!
What You Can Track:
- Digital Agent Experience (AX) | Track metrics like screen hits, time on page, field re-entries, abandonment points, and much more to truly understand how agents behave on your digital application.
- ForMotiv Friction Analysis | Identify high-friction questions or application sections causing delays, confusion, or frustration. Reducing friction leads to increased application throughput, more closed business, and a better agent experience.
- Track Impact | As you make changes over time, measure the real impact of your UX or workflow updates
Why it matters:
- Reduce abandonment and increase quote-to-bind ratios
- Spot and support struggling agents early
- Prioritize UX fixes that actually move the needle
- Catch behavior that may signal fraud, burnout, or disengagement
Want to see it in action?
Schedule a demo to learn how ForMotiv Agent can help you build a high-performing, high-retention, low-friction agent channel.
