AI report builder
AIDescribe the report you want and get it built. The follow-up question is a follow-up question, not a new ticket to somebody in operations.
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Reporting · book analysis · retention
Data & insights answers about your book, in the language you would ask the question.
Reporting in most agency systems means picking from a list of reports somebody else decided you needed. PrismAMS lets you describe the question. Underneath it is your live book, including the accounting side, which means the answers can span things that normally live in separate systems.
- Ask it
- Reports from a description
- Whole book
- Not a sampled export
- Scored
- Retention & cross-sell
- Exportable
- Every view leaves cleanly
What's included
Everything in data & insights, shipped today.
Report builder
A no-code builder for the recurring views: the weekly numbers, the producer sheet, the management pack. Saved, shared and permissioned.
BookScan
AIWhole-book analysis. Concentration, carrier mix, premium movement, and where the book is quietly changing shape.
Retention & renewals
Renewal pipeline with at-risk scoring, so the account that needs a call in March gets one in March.
Cross-sell intelligence
AIRanked gaps across the book, rule-driven and AI-surfaced, so producers work a list ordered by opportunity.
Win/loss analysis
AIWhy business is actually won and lost, cut by carrier, producer and line, read from real lost-reason capture rather than guessed at.
Carrier scorecards
Per-carrier performance across hit rate, retention, loss experience and responsiveness.
Data health
Finds the duplicates, the missing fields and the records that will quietly break a report before they break it.
How it works
Four steps, no export in the middle.
- 01
Ask the question
In plain English, the way you would ask a colleague who knew the data.
- 02
It runs against the live book
Not an overnight export or a sampled subset. Policies, clients, claims, activities and the ledger.
- 03
Refine it in place
Change the cut, add a filter, change the period. The report is a conversation until it is right.
- 04
Save it or send it
Keep it as a recurring view, share it with permissions, or export it.
Why it's different
Questions that cross the line between the book and the money.
- Which producers are growing premium but shrinking commission, and against which carriers.
- Which renewals are at risk on accounts where we also have an unreconciled commission variance.
- What our real retention is by carrier once you exclude the accounts we non-renewed on purpose.
- A reporting layer bolted onto an AMS cannot answer any of these, because half the data is in a system it cannot see.
FAQ
Common questions.
+Can I get the data out?
Yes. Every view exports, and the REST API plus webhooks are open, so nothing here is a one-way door.
+Who can see which reports?
Reports are permissioned by role, so a producer scorecard and a management pack do not have to have the same audience.
+How current is the data?
It runs against the live book. There is no nightly warehouse step between you and the answer.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.