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Home How to Analyze Claim Severity Across Your Agency’s Book Learn how to measure and visualize claim severity across your agency’s portfolio. In this lesson, you’ll see how to create a dynamic Excel view that breaks down severe vs. non-severe claims, reveals key loss patterns, and helps you prepare for smarter renewal and carrier discussions. […]

Home Calculate Claim Frequency by Product Line in Excel Learn how to measure claim frequency across different product lines in Excel to understand where most claims are occurring. This lesson walks you through comparing the number of claims to the number of policies, creating a combo chart, and visualizing your agency’s loss exposure for smarter

Home Build a Combined Ratio Dashboard with Filters in Excel Learn how to create an interactive Combined Ratio dashboard in Excel. This lesson walks you through setting up a pivot table, adding slicers and timelines, and building filters by carrier, region, and month so you can instantly analyze your agency’s performance across different locations and

Home How to Calculate and Visualize the Expense Ratio in Excel Learn how to combine your acquisition, service, and overhead costs into a single operating expense and compare it to your written premium to measure your expense ratio. In this lesson, you’ll see how to visualize your agency’s efficiency with a clean Excel chart that

Home How to Analyze Loss Ratios by Product Line in Excel Learn how to compare loss ratios across different product lines to identify which areas of your business are the most profitable. This lesson walks you through setting up your data, organizing it by product type, and building a visual that highlights where claims are

Home Analyze Monthly Cash Collected by Carrier in Excel Learn how to create a pivot chart that shows monthly cash collected by each carrier. You’ll see how to filter results by agent, region, or product line so you can easily track cash flow patterns, spot concentration risks, and make smarter financial decisions. Download the Excel

Home Calculate Operating Profit Margin by Region in Excel Learn how to measure your company’s operating profit margin across regions to see which areas are driving growth and which might be underperforming. This lesson shows how to organize your data, calculate margins, and create a clear visual to compare results side by side. Download the

Home How to Calculate Acquisition Cost per Policy in Excel Learn how to measure your agency’s true acquisition cost per policy to identify which lead sources deliver the best ROI. This lesson walks you through organizing your data, comparing revenue and cost by channel, and visualizing margins to uncover your most profitable marketing sources. Download

Home How to Analyze Average Gross Revenue per Policy in Excel Discover how to analyze your agency’s average gross revenue per policy type to understand which lines of business bring in the most revenue. You’ll learn how to organize data by product line, visualize results, and build an insightful chart for your performance dashboard. Download

Home How to Calculate Average Commission Rates by Carrier and Product Line in Excel Learn how to build a dynamic Excel dashboard that shows average commission rates by carrier and product line. In this lesson, you’ll see how to organize your data, add interactive dropdowns, and make your charts automatically update as you explore different