Let’s be honest—low placement ratios aren’t just frustrating… they’re expensive. Every unplaced policy means lost time, lost revenue, and sometimes, lost trust.
The good news? There are a few key areas that make a big difference and when you understand the patterns behind these challenges, you gain the power to stop them before they happen. It becomes a lot easier to fine-tune your process, support your team, and get more cases across the finish line.
Here are five practical ways to start improving your placement ratio.
Remove Process Blind Spots
Sometimes it’s the small hiccups—a missed touchpoint, a lagging follow-up, an unclear next step—that quietly derail a case. These moments are hard to spot in the moment but easy to fix once you know where they are.
How InsureSight helps:
It visually maps your pipeline and highlights where cases stall most often, so you can quickly streamline workflows and stop revenue leaks before they happen
Improve Placement with Monitored Underwriting
One of the biggest reasons for lost placement? Policies that get “approved other than applied” (AOTA). Often this stems from applying to the wrong carrier or missing critical health details up front.
That’s why top agencies invest in proactive underwriting—underwriters who can spot potential issues early, manage expectations with both the agent and the client, and ensure the case is being directed to the right product, with the right carrier, from the start.
How InsureSight helps:
By surfacing underwriting trends and AOTA rates across carriers, InsureSight gives your team the data to spot recurring issues and coach agents toward stronger field underwriting. It’s about fewer surprises and more approvals—as applied.
Coach Your Agents with Real Data
Your agents are at the heart of your business—and when they succeed, your whole agency grows. But giving them the support they need starts with understanding where they stand.
How InsureSight helps:
With the AI-powered scorecard dashboard, you get a clear view of individual agent performance—submitted cases, placement ratios, and more. Plus, with industry benchmarking built in, you can see how your team stacks up against peers and industry averages. It’s a smarter, more informed way to coach, reward high performers, and support those needing more guidance.
Catch At-Risk Cases Sooner
Not every delay is visible—until it’s too late. The key is identifying which cases are falling behind before they go cold.
How InsureSight helps:
You can set a tolerance threshold by days outstanding, instantly highlighting top open cases that are at risk of not placing. From there, just drill into the details and take action.
Use Your Data to Drive Strategy
You know your business better than anyone—but instincts alone won’t scale. To grow, you need data that confirms your hunches or challenges them before they become costly patterns.
How InsureSight helps:
The executive dashboard delivers comparative analytics over the last 30 days, helping you track performance, surface top-placing and lost premium, and prioritize where to focus next—all in one clear, user-friendly view.
Placement ratio isn’t just a metric—it’s a window into the health of your business. And when you have the right visibility, you can drive more revenue, support your agents better, and build an agency that runs smarter and stronger.
Let’s explore how InsureSight can make that possible for you.
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