Analytics & Reporting
Real-time dashboards, book of business reports, and producer scorecards that turn raw agency data into actionable intelligence. Stop guessing. Start knowing.
Most insurance agencies are sitting on a goldmine of data they never use. Policy counts, premium volumes, retention percentages, loss ratios, producer performance metrics, pipeline conversion rates — the numbers are there, buried in spreadsheets, carrier portals, and disconnected AMS systems. The problem is not a lack of data. The problem is that extracting it takes hours of manual work, so nobody does it consistently.
PrizMova's insurance agency analytics module changes that equation entirely. Because every client interaction, policy transaction, commission payment, and renewal event already flows through PrizMova, the data is unified from the start. There is no export-import cycle. No copy-paste from carrier statements into Excel. No waiting until month-end to discover that your retention rate dropped five points in the Southeast region. Everything updates in real time, and every metric links back to the underlying records so you can drill down from a dashboard number to the specific policy or client that drove it.
Your book of business is the single most valuable asset your agency owns, and you should be able to see its full shape at any moment. PrizMova generates comprehensive book of business reports that break down total premium volume by carrier, line of business, producer, and geographic region. Filter by effective date range, policy status, or client segment. View year-over-year growth trends and spot concentration risk before it becomes a problem. Every report refreshes automatically as policies bind, renew, or cancel — no manual recalculation required.
Retention is the lifeblood of a profitable agency. Losing even a few percentage points of renewal retention can cost hundreds of thousands in recurring commission revenue. PrizMova tracks retention rates at every level: agency-wide, by producer, by line of business, by carrier, and by client segment. The system calculates both policy-count retention and premium-dollar retention, because the two often tell very different stories. A 92% policy retention rate can mask a 15% premium loss if your largest accounts are the ones leaving. PrizMova surfaces both metrics side by side, with trend lines that make quarter-over-quarter shifts impossible to miss.
Knowing how many prospects entered your pipeline last month is useful. Knowing how many converted, at what stage they dropped off, and which producers close at the highest rate is transformative. PrizMova tracks every opportunity from initial lead through quote, proposal, bind, and issue. Conversion rates are calculated at each stage so you can identify bottlenecks. If proposals-to-bind drops below your benchmark, you know exactly where to investigate. Pipeline analytics also integrate with ARIA's churn prediction, so you can see which in-progress opportunities are at risk before they go dark.
Producers are your revenue engine, and every producer deserves clear, objective performance data. PrizMova generates individual producer scorecards that track new business written, renewal retention, total premium under management, commission revenue generated, average policy size, cross-sell ratio, and activity volume. Scorecards update daily and can be shared directly with producers or reviewed during one-on-ones. No more assembling performance data from three different systems the night before a review meeting. The numbers are always current, always consistent, and always auditable.
Pre-built reports cover the most common insurance agency analytics needs, but every agency has unique questions. PrizMova's drag-and-drop report builder lets you create custom reports without writing SQL or submitting a support ticket. Choose your data source — policies, clients, claims, commissions, activities, or pipeline — then drag dimensions and measures onto a canvas. Add filters, groupings, and sort orders. Choose visualization types: bar charts, line graphs, pie charts, data tables, or summary cards. Save reports to your personal library or share them with your team.
Custom reports support calculated fields, so you can create derived metrics like commission-to-premium ratio, average days to bind, or weighted pipeline value. Every report you build becomes a first-class citizen in PrizMova — it can be scheduled for delivery, pinned to a dashboard, or exported on demand.
Dashboards in PrizMova are not static screenshots of yesterday's data. They are live views that reflect every transaction as it happens. Pin any combination of pre-built or custom reports to a dashboard. Arrange them in a grid layout that fits your workflow. Create role-specific dashboards: an executive summary for principals, a production dashboard for sales managers, a service dashboard for account managers, and a financial dashboard for your bookkeeper.
Each dashboard widget links to its underlying report, so clicking a retention rate number takes you to the full retention report with drill-down capability. Dashboards load instantly because PrizMova pre-aggregates key metrics in the background using materialized views, so you never wait for a complex query to finish.
Sometimes you need data outside of PrizMova — for a board meeting, a carrier review, or a bank loan application. Every report in PrizMova can be exported to CSV for spreadsheet analysis or to PDF for presentation-ready formatting. PDF exports include your agency branding, report title, date range, and applied filters, so the document stands on its own without context.
Scheduled delivery takes this further. Configure any report to run automatically on a daily, weekly, or monthly cadence and deliver via email to one or more recipients. Your Monday morning retention report, your Friday pipeline summary, your first-of-the-month commission reconciliation — all delivered to the right inboxes without anyone lifting a finger. Scheduled reports run during off-peak hours and arrive before business starts.
Traditional insurance agency management systems treat reporting as an afterthought. Most legacy AMS platforms offer a handful of canned reports that cannot be customized, run slowly on large datasets, and produce output formats that look like they were designed in 2004. Getting a simple retention rate by producer requires exporting raw data to Excel, writing VLOOKUP formulas, and hoping nobody accidentally deleted a row. The process takes hours, introduces human error, and produces a snapshot that is already stale by the time you finish.
Worse, legacy systems silo data. Policy data lives in one module, commission data in another, and client activity in a third. Joining these datasets requires either a dedicated analyst or an expensive third-party BI tool. Most agencies simply give up and rely on intuition.
PrizMova eliminates every one of these friction points. Data is unified from day one. Reports run in seconds. Dashboards update in real time. Exports are formatted and branded. Delivery is automated. The result is an agency that makes decisions based on evidence, not anecdote — and that advantage compounds every single quarter.
Understanding where your premium stands today is essential, but projecting where it will be in 90 days is what separates growing agencies from stagnating ones. PrizMova's premium volume analytics combine current in-force premium with upcoming renewal projections, pipeline weighted values, and historical retention patterns to generate a forward-looking revenue forecast. See projected commission income by month, identify seasonal dips before they arrive, and model the impact of adding or losing a key account. These forecasts feed directly into your financial planning and help you make hiring, marketing, and expansion decisions with confidence.
Related Features
Analytics dashboards pull live commission data to calculate producer revenue, carrier profitability, and commission-to-premium ratios without manual reconciliation.
Retention rate tracking and renewal pipeline forecasts are powered by PrizMova's automated renewal detection engine, giving you forward-looking retention data.
Every analytics drill-down links back to the full client record, so you can move from a dashboard metric to a specific client's policy, activity, and communication history in one click.