Insurance Agency Profit Tracker Excel for your insurance agency — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money.…
About this template
Insurance Agency Profit Tracker Excel for your insurance agency — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for insurance agents and small agency owners who need to know, client by client and hour by hour, what the policy is really worth per hour — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before you renew the next agreement.
$49
Excel & Google Sheets template — instant download on Etsy
Clients and Fees — client, policy, monthly fee, hours per month, effective hourly rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Client Work Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every job. Fee rows pull the rate from sheet 1 by formula; add-on jobs are priced per job.
Expenses — agency management software, mileage, home office, marketing, insurance, training, bank fees and supplies, with a monthly cost for each.
Monthly P and L — revenue, software, mileage, office, marketing, insurance, training and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Work Log.
Dashboard — total revenue, clients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Insurance Agency Profit Tracker track?
The Insurance Agency Profit Tracker tracks Clients and Fees; Client Work Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 clients; monthly fees 10,650; add-on revenue 955; total revenue 11,605.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.