Tutorvo

Policy Retention and Account Rounding

Lesson 3 of 814 minLab

This lesson is part of the course

In this lesson

You measure retention for households with one, two and three or more policies, the agency's overall retention and policies per household, and the commission walking out the door.

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Lessons in this course

  1. New vs Renewal Commission by Line of BusinessLab15 min Locked
  2. Written Premium to Agency RevenueLab14 min Locked
  3. Policy Retention and Account RoundingLab14 min Locked
  4. Book of Business Growth ProjectionLab18 min Locked
  5. Producer Compensation: New vs Renewal Splits and ValidationLab18 min Locked
  6. Contingency and Profit-Sharing Bonus: Loss Ratio TiersLab16 min Locked
  7. Agency P&L and EBITDA MarginLab16 min Locked
  8. Agency and Book Valuation: Multiples and an Earnout (Chart)Lab18 min Locked