Dashboards worth opening every morning.
Real-time KPIs, producer performance, and custom reports — built for agency owners who are tired of exporting to Excel.
Agency owner dashboard
Policy retention rate, new business written premium, revenue growth, quote-to-bind ratio, producer rankings — all in one view, updating live.
- Retention rate tracking by line of business
- Revenue growth and cross-sell ratio
- Producer rankings with performance trends
Producer scorecards
Every producer sees their pipeline value, hit ratio, goals vs. actuals, and cross-sell opportunities. Transparency drives performance.
- Individual pipeline value and targets
- Hit ratio and activity volume tracking
- Goal setting with progress visualization
Custom report builder
Build the reports your agency actually needs. Filter by date, producer, line of business, or any custom field. Save, schedule, share.
- Drag-and-drop report builder
- Scheduled email delivery to stakeholders
- Export to PDF or CSV when you need it
Ready to modernize your agency?
Join the waitlist for early access.
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