A Persistent Growth Planner for Insurance Series Leaders

The problem

COOs and series leaders at an insurance brokerage rebuild growth models in Excel every time a question shifts. Different leaders bring different assumptions to planning meetings, producer-level overrides are lost between sessions, and the question "are we on track for our annual growth target?" never gets a consistent answer.

What this app does

A persistent five-year growth planner. Filter by series or office, then adjust producer growth rates, planned hires, and revenue mix and watch the projection recompute live. The percent of series and offices on track to the firm's growth benchmark is visible at a glance, with gap indicators colored automatically. Producer-level overrides save between sessions so each leader's judgment becomes the durable record, not a fresh spreadsheet.

Key takeaways

• One shared model replaces conflicting Excel versions
• Live recomputation across five years on every assumption change
• Producer overrides persist between sessions for accountability
• Gap to growth target always visible, no calculation required

Who it's for

COOs, series and regional leaders, and finance partners at insurance brokerages and professional services firms managing producer-led growth.

Make growth planning a standing rhythm, not a rebuild

See how Domo can turn your producer revenue model into a persistent planning tool with saved overrides and live gap-to-target. Request a tailored planner for your firm.

{{custom-cta-1}}