Reporting and Data Analysis for Insurance Sales

Manage and analyze your company’s data to create insightful reports.

Take the guesswork out of your data with insurance analytics and reports. Using the industry-specific analytic tools in AMS+, leadership teams can keep a pulse on the health of the business and make impactful decisions.

View analytics for your business as a whole or dive into specific areas like:

Lead generation & prospecting
Lead nurturing
Cross-sell opportunities
Client retention & churn
In-force policy breakdown
Carrier & policy performance
Employee & agent productivity
Email marketing performance
Commissions

Example of dashboard graphs in AgencyBloc

Real-Time Data Graphs & Charts

Monitor trends with high-level, real-time graphs and charts. The AMS+ Dashboard organizes your company’s data into easy-to-read graphs and charts that give your team a bird's eye view into the health of your business. Use this information to dive deeper into specific areas or monitor the peaks and valleys every business experiences.

In-Depth, Customizable Reporting

The Custom Report builder empowers your team to build, customize, and generate critical reports. Create KPIs (key performance indicators) to see how your business is doing. Monitor top information, like:

Month-to-month add/terms
Year-over-year retention or churn
Incoming commission payments
Outgoing commission payments
Lead source viability
Speed-to-contact success
Company productivity

Explore More Sales Enablement Solutions

Have Questions?

FAQs About Reporting & Data Analysis

Reporting & Data Analytics FAQs

How can AgencyBloc help with our reporting efforts?
AgencyBloc's Plus Suite solutions provide reporting tools that strategically use the data your agency tracks to turn big data into smart data. Use your sales, client, policy, census, commissions, and other data to build easy-to-understand reports that help your organization make informative decisions.
Can you customize reporting with AgencyBloc?
Yes, you can. The Custom Report builder in AgencyBloc's AMS+ solution has advanced flexibility and will allow you to customize your report to fit your needs by selecting certain data fields, using filters, and applying necessary columns. Build the report once, then save it and run it as often as you need. Learn more about how to customize your reports.
How can increased data analysis help my company?
There’s no such thing as too much data, but there is such a thing as information overload. There are many instances where addressing mass amounts of data is avoided because it is hard to wrap our minds, as well as our technology, around it. That's why comprehensive data analysis tools are needed. When data is not being regularly analyzed, there may be key trends, threats, and opportunities you're missing. AgencyBloc aims to help make the analysis and reporting of data an easier process for all involved. Schedule a demo to see how.

Looking for more? Explore the Plus Suite of industry-specific solutions.

AMS+ Client & Policy Management Tools

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

Learn More
Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

Learn More
Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

Learn More

See Real Client Experiences

See All Testimonials

"AgencyBloc is very easy to use, easy to teach other members of the team, and very helpful, especially if you have a large book of business. It allows you to customize fields for your business, which is a huge time saver for our team. The reporting function is so easy, and you can customize it in so many ways—it's awesome. I can get to my account from anywhere, and the note function is a great tool to keep track of what's going on. This is a great product, and you will be very happy you got AgencyBloc."

Paul D.
AssureSource

"I've been using AgencyBloc for 2 years, and I'm extremely pleased with it. AgencyBloc is easy to use and it's flexible—two things I significantly value. The reporting feature allows us to manage and analyze all of our data. Automated Workflows lets us automate our daily, monthly, and yearly tasks making us more efficient to reduce workloads and overhead costs. I highly recommend AgencyBloc as your agency management system."

Patty P.
My Benefit Advisor

"If you’re a reporting, OCD-type person, then this is the AMS for you. I haven’t found any flaws. It’s been very helpful for touching base with our clients, staying current with our data, and keeping us organized."

Tammy H.
Pruitt Agency

"We use AgencyBloc solutions for all aspects of our agency regarding tracking agents, contracting, policies, commissions, and reporting. It's been a great asset to our agency. If you're looking for a program that'll bring efficiencies to your agency, something that's easy to use, and offers great customer support, then check out AgencyBloc."

Ellie P.
Senior Enrollment Solutions

"In terms of the tool itself, the reporting features are phenomenal. The reports are completely customizable, and you can pull all of the data points you're looking for in one report. AgencyBloc's Commissions+ solution is the best. It's cut my time spent on commissions in half. It's way more efficient."

Ashley E.
Seniority Benefit Group

Reporting & Data Analysis for Insurance Agencies, GAs, IMO/FMOs, & Call Centers