Reports That Can Transform Your Agency
Many of you have used our reports to keep your fingers on the pulse of your agency. We are excited to announce some big updates we’ve made to our set of reporting tools in AMI. Sign in today and see how our reports can aid in your agency’s growth.
The enhanced Revenue reports illustrate your agency’s growth in a variety of ways. Revenue growth can be viewed over time and broken into personal vs. commercial lines, agency vs. direct bill, or invoiced vs. commission. Also, compare Producers, CSRs, Carriers, and Classes performance over time.
Net New Business Reports
New business can be a difficult thing to track as you must also account for policies that have been rewritten to a different carrier. Our Net New Business reports handle it like a champ, allowing you to see trends as you compare Producers, CSRs, Carriers, and lines of business performance.
Along with measuring new business, tracking retention rates can also be a struggle for agencies. Our Retention reports do the heavy lifting for you by factoring out probable rewrites to produce the actual lost business information you need to see. You’ll see changes trending over time by Producer, CSR, Carrier, and line of business.
It’s All in The Details
If all this wasn’t enough, we also provide you with detailed excel exports listing each policy that comprise each report. Intuitive reporting is just a small portion of the many benefits Access My Insurance provides you.
Sign in today and take a look around! If you’re not an AMI customer, try our live demo! We are here to support you with the tools you need to expand your agency growth exponentially.