Employee ROI

Employee ROI tracking for insurance agencies.

See what each producer costs, what they bring in, and the month they break even.

$0 today · then $199/month for the whole office · cancel any time

Producify’s Team page, Grace Hopper’s Employee ROI tab: cost to the agency, revenue to the agency and the net since she was hired, and the chart of cost against revenue with the month she broke even marked.
Built by an insurance agency ownerWorks out real teams’ pay every monthYour team sees only what you allowWe set it up with you

Cost and revenue

Know what every hire costs you.

  • Base pay, commission and bonuses in one cost
  • Revenue from what they write and renew, at your commission rates
  • Net for any month, any year, or since they started
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Cost is the base pay you enter plus the commission and bonuses Producify works out for that person, the same figure their Payouts page shows. Revenue is modelled from the premium they write and renew, at the commission rate you set for each line, and lapse is taken out of renewals. Money figures cover whole months, so the month in progress never skews the total.

Grace Hopper’s Employee ROI since June 2023: cost to the agency $324,905 in base pay and commission, revenue to the agency $700,938 from new business and renewals, net +$376,033, broke even in March 2024, month 10.
The Breakeven card for Grace Hopper: 10 months, 3 months faster than her office’s typical 13, and faster than the published industry range of 18 to 24.

Breakeven

Every hire has a breakeven month.

Know it before their review, not a year later.

  • The month their revenue passed what they cost, and stayed ahead
  • A projected month for anyone still ramping up
  • Side by side with your office’s typical breakeven
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Breakeven is the first month a producer’s revenue to date passed their cost to date and never dropped back. For a newer hire, Producify projects the month from their recent pace and the renewals already on their book. The card also shows what their book would keep earning over five years if they left today.

Try the free new-producer breakeven calculator →

Your team

Your whole team on one table.

  • Net and breakeven month for every producer
  • Sort by tenure, average policies, premium or net
  • Compare producers month by month
The Team table for 2026 year to date, its first 8 people: each person’s tenure, average policies and premium a month, net, and breakeven month.

Showing 8 of 19 team members.

Before you ask

Where do the cost numbers come from?

From the base pay you enter for each person, plus the commission and bonuses Producify works out from their sales. It’s the same figure their Payouts page shows.

How is revenue worked out?

From the premium each person writes and renews, at the commission rates you set for each line. Renewals follow each line’s cycle and your lapse rate.

What does breakeven mean here?

The first month a person’s total revenue passed their total cost and stayed ahead after that.

Can my team see each other’s numbers?

No. Employee ROI is off for team members unless you turn it on for someone.

Does it work for captive and independent agencies?

Yes. It works the same way for both.

Still have a question?

Or email hello@myproducify.com

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