Manage your agency and carrier partnerships without thousands of spreadsheets. AgencyKPI helps Networks and Aggregators clean, aggregate, and organize data from over 100 carriers and wholesalers and 9 AMS Systems, into actionable and easy to use dashboards. Our customers rely on AgencyKPI for the tools needed to boost revenue, drive collaboration, and help member agencies grow profitably.
Access the data you need when you need it most with easy to use, actionable dashboards for your entire team. Aggregate data across your group, no matter the management system. Use this data to negotiate better rates with carriers, track and distribute profit sharing bonuses, and more. Help member agencies grow with tools to write and retain more business, drive accountability and collaboration, and grow more profitably.
Empower your data teams with clean, aggregated, and 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, manage, and distribute profit sharing and contingencies by carrier, agency or state. Access premium volume, growth, and loss ratio for over 100 carriers in one actionable dashboard. View this data by state, agency, 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.
Maximize your revenue potential in just a few clicks. View your aggregated book of business by agency, state, line of business or NAICS code. Segment by core carriers, wholesalers, or writing paper. Negotiate with confidence programs, book rolls, higher commissions, and additional bonuses. Networks using AgencyKPI to manage carrier relationships report a 20% base commission increase and up to 2.2x new business growth with core carriers.
Lack of visibility into your data is costing you revenue. Did you know how many monthly carrier production reports are incorrect? Often missing agency codes or attaching ones that don’t even 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. Networks using AgencyKPI to track and reconcile agency codes and address data inconsistencies recover millions back in premium a year.
Help member agencies grow more profitably and maximize the power of your network. Track member agency performance month over month, with visibility into loss ratio, growth, premium volume, and core vs non-core distribution by state, line of business, or NAICS code. Share this data with member agencies to foster accountability and collaboration, help members make profitable decisions, and maximize their earning potential.
“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
Network Partner
“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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