The Challenge
No Analytics Means No Direction
You already know that you have a significant amount of data in your book of business. But data points are only helpful if you know the story they’re telling. If your team doesn’t have data analysis and reporting tools in place, you’re like a ship without a compass — lost, unable to pivot, and in serious trouble.
Common roadblocks include:
- Using disconnected data that doesn't tell a clear story
- Running manual analytics requires time, money, and, often, additional part-time or full-time hires
- Using manual tools to report on data creates opportunities for errors and inconsistent findings
- Lacking analytics and reporting hinders agency growth and goal-setting
You've got questions. We've got answers.
Reporting & Data Analytics FAQs
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.
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.
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.
Schedule a demo today to get more of your agency's AMS+ questions answered.
Schedule a Demo