The operating system for insurance agency.

The numbers that matter

Healthy ranges are estimates. Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited independent-agency benchmarks (e.g. Reagan Consulting / Big I studies).

• Retention rate

  Typical: above 85–90%

• Organic growth

  Typical: 5–10% per year

• Revenue per employee

  Typical: $150K+ / year

• EBITDA margin

  Typical: 20–30%

• Contingent/bonus income share

  Typical: tracked; volatile

Sample weekly scorecard

Illustrative numbers for a business doing about $90,000 a month — not real customer data.

Compliance reminders

Reminders, not legal advice. State and local rules vary — confirm with the agency.

• Producer license renewal and CE · ongoing · state

  Typically every 2 years; see the state rules panel.

• E&O policy renewal · annually · practice

Questions

Which numbers does Billionaire OS track for insurance agency?

Retention rate, Organic growth, Revenue per employee, EBITDA margin, Contingent/bonus income share. Each one shows a typical healthy range (Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited independent-agency benchmarks (e.g. Reagan Consulting / Big I studies)) so you can see where you stand.

Do I have to enter everything by hand?

No. Connect your bank or upload a CSV and transactions are sorted automatically into an industry chart of accounts. You review only the ones it is unsure about.

Does it handle compliance?

It reminds you of recurring items such as producer license renewal and ce, e&o policy renewal. Rules vary by state, so confirm details with the agency; reminders are not legal advice.

Can I run more than one business?

Yes. Each business keeps its own industry pack, numbers and partner access, and you see them side by side.

How do I try it?

Start a 14-day trial with no credit card, or open the sample workspace without signing up.