AgencyKPI helps Insurance Agencies, Aggregators and Networks clean, organize and aggregate carrier and agency data without thousands of spreadsheets. Partnering with over 100 carriers and wholesalers, and the 9 largest management systems on the market, AgencyKPI brings you data you can trust, when you need it most. Allowing you to make profitable decisions that push your business forward in just a few clicks.
Track contingency and profit sharing agreements for over 100 carriers and wholesalers. View live market appetite across your entire book. Analyze and evaluate acquisition targets. Find missing premium and agency codes.
Aggregate data across your entire group, no matter what management system. Use this data to negotiate better rates with carriers and wholesalers, track and distribute profit sharing bonuses. Help member agencies grow.
Track and manage profit sharing and contingency agreements by carrier, agency, or state without thousands of spreadsheets. Access premium volume, growth, and loss ratio for over 100 carriers in one actionable dashboard. View this data by state, office or location, subcode, or line of business. AgencyKPI helps you take the time to track, reconcile, and distribute profit sharing and contingency bonuses from months to days. Allowing you to maximize your earning potential and avoid surprises.
With over 100 carriers and growing, AgencyKPI helps you turn disparate and messy carrier data into organized, and actionable dashboards. Helping you negotiate programs, book rolls, higher commissions, and additional bonuses. View your book of business for each carrier by office or location, state, line of business or NAICS code. Segment by core carriers, wholesalers, or writing paper. Maximize your revenue potential with just a few clicks.
AgencyKPI helps you get a handle on messy and inconsistent data with special tools to track and reconcile agency subcodes, find missing premium, and make sure you receive credit for all business placed. Agencies and Networks using AgencyKPI to track and reconcile subcodes and address data inconsistencies recover millions in premium a year.
Accelerate due diligence and prospect evaluation with tools to evaluate and rank a prospective book of business in just minutes. With just a few reports, AgencyKPI gives you visibility into carrier spread, average commission, lines of business, active accounts and policies, seasonality, team workload, average account size and much more. Acquisitive agencies and networks use this information to evaluate multiple deals, benchmark against an existing book, and build “what if” scenarios. Helping you make better decisions and maximize the value of your investment. AgencyKPI partners with 95% of the management systems in market, allowing you to evaluate any prospect at any time.
“On a recent carrier visit, a member agency in San Antonio used Market Assistance in identifying five accounts in the appetite discussed. They submitted all five accounts and bound 3 of them shortly after.”
VP of Member Engagement
Top 10 Network
“With our Members having access to Market Assistance and the hard market we are utilizing data like never before. Our Members are ready to turn data into dollars, we need to keep the momentum up. We need efficiency and a product that is user-friendly.”
Nikki Toon, COO
CAA
“Carrier management at the larger broker level is advancing leaps and bounds over where agencies our size are able to do. In order to keep pace, we need to look at technology to aid in this process. I believe this deserves a serious look.”
CEO
Top 100 Broker
Our sales team is waiting to show you what we can do!
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