Tracking Households and Policy Count
Households and Policy Count are fundamental measures of your agency's overall size. Sales numbers tell you about new business; these metrics tell you about the total health of your book.
What These Metrics Mean
- Households — the number of unique household units your agency insures. One household might have auto, home, umbrella, and life policies. A household count of 1,500 means you serve 1,500 distinct customer groups.
- Policy Count — the total number of active policies across all product lines. This is always equal to or higher than your household count because most households carry multiple policies.
Why They Matter
These metrics measure your agency's total size, not just new-business activity. An agency can write plenty of new business and still shrink overall if it's losing more policies than it's gaining. Tracking these monthly is critical — they reveal the full picture sales numbers alone can't show.
Where These Appear
The dashboard shows your current household count and policy count with comparison to goals and previous periods. You enter these numbers monthly in the Activity Log, and they flow through to your dashboard metrics and AI insights.
Growth Trends
Track month-over-month changes to spot trends. Consistent household growth means you're building a stable, growing book of business. Declining households even with steady new sales means you have a retention problem that needs immediate attention.
Watch for this. If your household count is flat or declining while your team is actively writing new business, you have a retention issue. Every household you lose represents recurring revenue walking out the door. Investigate cancellation reasons and consider retention strategies before increasing sales activity.
Last updated: 2026-04-22