Free template · Insurance
Performance review template for an insurance agent / producer
A ready-to-use, section-by-section template with the competencies that matter for an insurance agent / producer, role-specific example phrases, and a guard against the stock filler that makes most reviews read as generic. Copy the structure, fill in your evidence, or skip the writing entirely with Crestento.
The template
Four sections, in this order. Length should match the evidence you have — a thin section is honest; an invented paragraph is not.
Summary
One or two paragraphs setting the context: what was expected of insurance agent / producer this period, and your overall verdict. Lead with the headline.
Example phrasing
“Wrote $1.2M in new commission against a target of $900K with a 64% retention rate on existing book, rounded 28 accounts to multi-line, grew the referral pipeline by 40% YoY, and earned the AAI certification mid-year.”
Strengths
The behaviours and outcomes that made the work happen. Anchor in evidence: new commission written, premium written (annual), retention rate on existing book.
- Evidence for: new business production.
- Evidence for: cross-sell and account rounding.
- Evidence for: retention and renewal management.
- Evidence for: prospecting and referral generation.
Areas for Growth
Forward-looking development edges. Frame as opportunities, not deficiencies. Specific behaviours to develop, not generic insurance agent / producer criticism.
- One pattern observed across the period.
- One specific behaviour to develop.
- One concrete next step.
Goals for the Next Period
Two or three concrete goals. Each should name a specific behaviour change, a measurable target, and a deadline. Avoid vague aspirations.
Competencies to evaluate
The 7 competencies a strong insurance agent / producer review structures around, in priority order. Use these as the spine of the Strengths and Areas for Growth sections.
- new business production
- cross-sell and account rounding
- retention and renewal management
- prospecting and referral generation
- product knowledge across personal and commercial lines
- compliance and licensing maintenance
- CRM / agency-management-system hygiene
Before you write
Insurance agents are evaluated on what they wrote, what they kept, and what they rounded. New business is the headline; retention is what compounds; account rounding is what separates strong agents from churn-and-burn producers. Strong agents build durable books through education and trust. Weak agents write and lose.
Evidence to gather
Strong reviews for an insurance agent / producer cite evidence of these shapes. Only use a specific value (a percentage, a count, a dollar amount) if you actually have it — don’t invent a number to sound concrete.
- new commission written
- premium written (annual)
- retention rate on existing book
- accounts rounded (multi-line / cross-sold)
- average premium per account
- referral-to-quote conversion rate
- licensing and certifications obtained
Where to find the evidence
Work products an insurance agent / producer produces. Reference these by name in the review when they’re relevant — it signals you know the work.
- quote / bind documentation
- account-rounding tracking
- renewal-management notes
- referral pipeline tracking
- CRM / AMS account records
- continuing-education completion records
Phrasing that lands vs phrasing that doesn’t
Strong — specific, evidenced, role-appropriate
“Wrote $1.2M in new commission against a target of $900K with a 64% retention rate on existing book, rounded 28 accounts to multi-line, grew the referral pipeline by 40% YoY, and earned the AAI certification mid-year.”
Weak — vague, unevidenced, generic
“Productive agent who builds great relationships.”
Phrases to never use
Stock filler that AI-written insurance agent / producer reviews slip into. Managers spot it instantly. Rewrite to name a specific behaviour instead.
- “great relationship builder”
- “trusted by clients”
- “passionate about insurance”
- “consistent producer”
- “raises the bar”
- “wears many hats”
- “consistently delivers results”
Don’t invent these specifics
The details an AI tends to fabricate for insurance agent / producerreviews. If you don’t have the specific number, name, or date in your notes, leave it out — generic-but-honest beats specific-but- invented every time.
- specific new-commission or written-premium numbers not in input
- named clients or accounts when not mentioned
- specific retention percentages not provided
- specific account-rounding counts when only general work was mentioned
- named certifications (AAI, CIC, CPCU) not in input
- specific referral-pipeline growth numbers not provided
Skip the template, generate the review
Drop your bullet points into Crestento and it produces the polished draft using this exact template structure, tuned for an insurance agent / producer. Two reviews free, no card.
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