AI report builder
AIDescribe the report you want and it gets built. The follow-up question is just a follow-up question. Nobody in operations has to open a ticket.
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Reporting · book analysis · retention
Data & insights that answer questions about your book the way you'd ask them.
Data & insights is reporting that starts with your question. In most agency systems, reporting means picking from a list of reports somebody else decided you needed. Here you describe what you want to know. Underneath is your live book, accounting side included, so one answer can span things that normally live in separate systems.
- Ask it
- Reports from a description
- Whole book
- Live data, every record
- 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 really won and lost, cut by carrier, producer and line, read from real lost-reason capture. No guessing.
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'd ask a colleague who knew the data.
- 02
It runs against the live book
Policies, clients, claims, activities and the ledger, as they are right now. No overnight export, no sampled subset.
- 03
Refine it in place
Change the cut, add a filter, move the period. The report is a conversation until it's 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 with which carriers.
- Which at-risk renewals sit 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 can't answer any of these. Half the data is in a system it can't see.
FAQ
Common questions.
+Can I get the data out?
Yes. Every view exports, and the REST API and webhooks are open, so nothing here is a one-way door.
+Who can see which reports?
Reports are permissioned by role, so the producer scorecard and the management pack don't have to share an audience.
+How current is the data?
It runs against the live book. There's no nightly warehouse step between you and the answer.
Off-the-shelf is for cereal.
Give us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.