Reports & Analytics

Comprehensive reporting suite for business intelligence and performance tracking

Available Reports

8

Export Formats

2

Excel, CSV

Data Points

100+

KPIs tracked

Update Frequency

Real-time

Available Reports

Executive Dashboard

High-level business intelligence, KPIs, and strategic insights

Key Features:

  • •YTD vs Last Year comparison
  • •Product mix analysis
  • •Pipeline visualization
  • •Top performers

Commission Reports

Track commission earnings, pending payments, and historical data

Key Features:

  • •Pending vs paid breakdown
  • •Commission by carrier
  • •6-month trends
  • •Transaction history

Production Reports

Sales performance, case volume, and productivity metrics

Key Features:

  • •Individual & team reports
  • •Agent leaderboards
  • •Conversion rates
  • •Product performance

Agent Analytics

Comprehensive agent performance metrics, rankings, and trends

Key Features:

  • •Performance rankings
  • •Conversion rate tracking
  • •Persistency metrics
  • •Product mix analysis

Carrier Analysis

Carrier-specific performance, placement rates, and commission data

Key Features:

  • •Market share analysis
  • •Approval rate tracking
  • •Commission comparison
  • •Underwriting time metrics

Goal Tracking

Monitor progress towards sales goals and performance targets

Key Features:

  • •Real-time progress tracking
  • •Projected completion
  • •Daily rate requirements
  • •Achievement status

Commission Forecast

AI-powered commission projections based on historical trends

Key Features:

  • •Monthly projections
  • •Conservative & optimistic scenarios
  • •By agent & carrier forecasts
  • •Confidence levels

Custom Report Builder

Build custom reports with flexible filters and data visualization

Key Features:

  • •Drag-drop interface
  • •Multiple data sources
  • •Custom filters & grouping
  • •Save & export reports

Reporting Features

Powerful analytics capabilities built into every report

Export Options

Export reports in PDF, Excel, or CSV format for easy sharing and analysis

Flexible Date Ranges

View data by month, quarter, year-to-date, or custom date ranges

Real-Time Data

All reports pull live data from your database for up-to-the-minute insights

Interactive Charts

Visualize data with pie charts, bar graphs, line charts, and more

Team & Individual Views

Switch between organization-wide and individual agent perspectives

Trend Analysis

Track performance over time with historical comparisons and growth metrics

Need Help?

Learn how to make the most of your reports

Our reporting suite provides comprehensive insights into your business performance. Each report is designed to help you make data-driven decisions and track key metrics.