Leverage the power of your partnerships with tools to maximize contingency revenue, increase base commissions, recover missing premium, empower M&A teams and more. AgencyKPI helps independent insurance agencies get the most out of their data by partnering with over 100 carriers/wholesalers and 9 management systems to bring you clean, organized, and actionable data you can trust when you need it most.
Manage your agency and carrier partnerships without thousands of spreadsheets. AgencyKPI helps Agencies aggregate and organize data from over 100 carriers and 9 agency management systems, into actionable and easy to use dashboards. We provide the tools needed to boost revenue, drive collaboration, empower M&A teams, and grow more profitably.
Empower your data teams with clean, aggregated, organized data from over 100 carriers and wholesalers and 9 agency management systems. Feed your existing reporting platforms and internal tools with data you can trust when you need it most.
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/location, subcode, or line of business. AgencyKPI provides tools that reduce the time it takes to track, reconcile, and distribute profit sharing and contingency bonuses from months to days. Allowing you to maximize your earning potential and avoid surprises.
Leverage the power of your carrier partnerships by making your data work for you. With over 100 carriers and growing, AgencyKPI helps you turn disparate and messy carrier data into organized, and actionable dashboards. 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. Negotiate with confidence your programs, book rolls, higher commissions, and additional bonuses. Maximize your revenue potential with just a few clicks.
Did you know that 1 out of 5 monthly carrier production reports is incorrect? Often missing agency codes or attaching subcodes that do not belong to you. This constant inconsistency in reporting causes missing production credit and incorrect loss ratios; leading to missed bonuses, lower contingencies, and leakage in revenue. 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 using AgencyKPI to track and reconcile agency codes and address data inconsistencies recover millions in premium a year.
Accelerate due diligence with tools to evaluate and rank a prospective book of businesses in minutes. With just a few reports, AgencyKPI gives you visibility into carrier spread, average commission, lines of business, active accounts and policies, seasonality spread, team workload, average account size and more, in an easy-to-use actionable dashboard. Acquisitive agencies use this information to evaluate multiple deals, benchmark against an existing book, build “what if” scenarios and much more; helping you make better decisions and maximize the value of your investment. AgencyKPI partners with 98% of the management systems in market share, allowing you to evaluate any prospect at any time.
“Without one single point of reference like Harmony, supporting this much growth would be chaos. From my understanding, there isn’t another management system a network has, where they have all information from carriers and members in one powerhouse tool.”
Aileene Cole, VP of Business Strategy
CAA
“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
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