We track pretty much everything.  Leads, sales calls, sales,  customer contacts, policies, households, billing, policy reviews, new business, renwals, new opportunities...etc...

A majority of the information tracked information is available and visible to our sales and service employees through CRM nad various data bases.  

In the insurance business it is important for us to have as much information available to know our client's needs and to provide the best service and coverage based on each individual and circummstance.