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:

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. 

Custom report builder in AgencyBloc

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
Health Insurance Store logo and Jeannette T. headshot

Case Study

Health Insurance Store

Learn how AgencyBloc helped the Health Insurance Store retain 90% of their clientele and save 1,000 hours and $30,000 annually in creating and generating reports.


Read More

Have Questions?

FAQs About Reporting & Data Analysis

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. Learn more about how to customize your reports.

  • 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.

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

    Learn More