For insurance businesses
Bring your insurance business data into dashboards and work with an AI analyst to explore performance, questions and reports. Start with standard views, with reporting shaped around your agency, brokerage or insurer and the data you provide.
Agency and brokerage placement example · illustrative
Choose the questions and measures that matter to your business. These examples show different reporting needs within the industry; the available analysis depends on the records you supply.
Explore commission and fee income, renewals, producer books and policy-line mix. Placement-gap questions need reliable information about the lines a client holds, not just policies placed with you.
Use supplied policy, premium and claims summaries to explore product, distribution-channel and cohort trends. Agree on earned-versus-written premium, claim timing and other definitions before comparing measures.
Explore submission volumes, turnaround times and service workload when the corresponding dates and status records are available. Reports can follow the team and business structure you provide.
Three steps, in this order.
De-identified policy or account IDs, reporting dates and relevant income, premium, claims, renewal or workflow fields. Choose a sample around the first report you need.
Start with standard dashboards. Agree on the measures, reporting periods and business structure your customized views need.
Work with an AI analyst to investigate the available data and prepare reports. Review the definitions and results in the context of your business.
Short answers. The Help center has the long ones.
De-identified policy or account IDs, reporting dates and relevant income, premium, claims, renewal or workflow fields. Choose a sample around the first report you need.
The example illustrates one part of the industry. Standard dashboards are a starting point; views can be customized to your business and data as part of your agreed setup.
The report depends on the fields, history and definitions in your sample. Start with one question, identify the records it needs and confirm any gaps before relying on a comparison.
Analytics software for insurance brokers, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
Browse the insurance analytics guide library for data preparation, agency income, renewals, growth, operations and AI reports.
Specify an agency dashboard by user, decision, fields and acceptance checks. Start with standard views and document needed customization.
Sep 28, 20263 min readPrepare policy, client and income exports for agency analytics. Match periods, keys and totals before uploading a sample.
Sep 29, 20263 min readBridge prior agency income to current income using new clients, losses, retained-account movements, fees and adjustments.
Oct 1, 20263 min readSeparate fully retained, partially retained and lost insurance relationships. Policy renewal and client retention answer different questions.
Oct 1, 20263 min readWrite agency analytics questions with a period, population and income basis. Ask for evidence and unknowns before explanations.
Sep 29, 20263 min readTest one agency question with reconciled data, a reviewed view and explicit limits. Define success without promising ROI or automatic coverage.
Sep 29, 20263 min read