Aggregate and organize data from over 100 carriers and 9 agency management systems, into actionable and easy to use dashboards. AgencyKPI provides the tools needed to boost revenue, drive collaboration, empower M&A teams, and grow more profitably.
Market Assistance helps Producers, Account Managers, and placement teams easily write and remarket business by giving you access to your live carrier appetite based on your existing book of business.
Teams using Market Assistance when placing commercial business reports up to 70% time-savings on submissions.
Revenue Tuner helps Executives and M&A teams get the most out of their data with quick actionable insights into your active book of business or that of a prospective acquisition target.
M&A teams using Revenue Tuner to evaluate prospects report 95% time-savings in gathering and organizing data, reducing their time to insights from weeks to hours.
Profit Share Summary helps Executives and finance teams keep track of performance in loss ratio, premium volume, and growth. This ensures you avoid surprises and make the best out of your profit share and contingency agreements.
Executive teams that actively track performance against loss ratio and growth report up to $350,000 in additional contingencies and bonuses.
Data Health helps business and data teams audit for missing or incorrectly reported premiums in one quick and easy-to-use view, ensuring you receive credit for all business placed and all codes acquired.
Data teams auditing for missing codes and premiums find millions of missing production credits a year.
“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
Our sales team is waiting to show you what we can do!
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