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Engineering Blog · Post #72

Individual Production Metrics: Track Your Numbers by LOB, Period, and Target

How many submissions did you quote this month? What's your hit ratio this quarter? Where are you vs your $500K bound premium target? InsightUW shows you in one glance.

The Problem

At most carriers, production metrics live in spreadsheets updated monthly by the manager. The UW doesn't see their own numbers until a quarterly review. By then, they've been below target for 6 weeks without knowing. They can't self-correct because they can't self-monitor.

The InsightUW Approach

InsightUW calculates real-time production metrics per underwriter across multiple time periods, with LOB-level breakdown and manager-set target comparison.

graph TD subgraph Metrics["Per-UW Metrics"] M1["Submissions: total, NB,<br/>renewals, quoted, bound"] M2["Premium: quoted, bound,<br/>pipeline"] M3["Ratios: hit, quote,<br/>decline rate"] M4["Turnaround: avg days<br/>to quote/bind"] M5["By LOB: all above<br/>broken down per line"] end subgraph Periods["Time Periods"] P1["MTD"] P2["QTD"] P3["YTD"] P4["Last 30 Days"] end subgraph Compare["Target Comparison"] T["Actual vs Target<br/>per metric<br/>on track / at risk / behind"] end M1 --> P1 M2 --> P2 M3 --> P3 M4 --> P4 P1 --> T P2 --> T

Team Leaderboard

Rank UW Subs Bound Premium Hit Ratio
1 Jennifer Walsh 27 1 $720K 3.7%
2 Mike Rodriguez 12 0 $620K 0.0%
3 David Kim 14 0 $540K 0.0%

LOB-Specific Example

Jennifer Walsh wants to check her Cyber book performance:

She opens her production metrics and filters to YTD + Cyber:
- 3 Cyber submissions received
- 1 bound ($200K premium)
- 0 declined
- Hit ratio: 33% (Cyber-specific)
- Pipeline: $300K in 2 quoted submissions

She compares with her target: $2M Cyber bound premium goal → currently at 10%. Needs to accelerate.

What This Means for Underwriters

  1. Real-time visibility — see your numbers now, not in next month's spreadsheet
  2. Multiple periods — MTD for this month's pace, YTD for overall trajectory
  3. LOB-level — know which lines are performing and which need attention
  4. Leaderboard — healthy competition, team-wide visibility
  5. Target comparison — always know where you stand vs your goals

What's Next

Next: Manager Assignment Dashboard — Prioritize and Assign with Capacity Intelligence

Want real-time production metrics for every UW? Request a demo.

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