How does an insurance company track performance?

Two basic things: 1. A system that can provide you with sources of data extraction, such as performance advance receipts by minute/hour/day/month/year, underwriting lists or summaries of each business unit.

2. Several KPIs closely related to the daily operations of insurance companies, such as scale premiums, annualized standard premiums, activity manpower, activity rate, daily/monthly/year plan achievement amount, achievement rate, etc.

The report must reflect what you want in order to track what you want.

Extended reading: How to buy insurance, which one is better, and step-by-step instructions to avoid these "pitfalls" of insurance