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Reporting & Dashboards
Your book of business, at a glance
Real-time KPIs and purpose-built reports mean you don't have to export to a spreadsheet to answer a basic question about your agency.
What You Can Do
Live Dashboard
Total policies, annual premium, people, companies, renewals, overdue tasks, and open leads — updated in real time.
Book of Business Report
Every policy with holder, carrier, agent, and premium detail, filterable by effective date.
Agent Production
See production broken down by producer for performance conversations and payouts.
Lead Funnel
Track leads through New → Contacted → Qualified → Quoted → Won/Lost.
Carrier Summary
Roll up policy count and premium by carrier to see where your book is concentrated.