[PDF Download] The Big Book of Custom Report Recipes

Keeping a pulse on your agency's performance is key to productivity and longevity. Use these reports to gain a deeper understanding of your agency's performance, where's it's thriving, places you need to improve, and what it all means for the future.

Download Now

Custom Business Reporting Templates

Reporting is crucial to understanding the health and well-being of your insurance agency. However, it's hard to know which reports are the most important to run and what you're really trying to achieve with each report.

To help you overcome this, we've created the outlines of reports for various parts of your business like:

  • Agency Activity
  • Agency Production
  • Sales Management
  • Commissions

Using these reports, you'll be able to keep a pulse on your agency, thus allowing you to make more informed business decisions that'll greatly affect your agency's day-to-day. 

Download the Report Recipes Now!

How can I use these report templates?

These outlines give you the basics of what you should include when running reports in each department. Example reports are listed for more ideas of additional reports you can run to target other essential information within each department.

How can I build these custom reports?

You must have a system, like AgencyBloc's industry-specific AMS, that comes equipped with a custom report builder. Your report builder may look different, but the basic construction, filters and columns, should be represented. 

How often should I run these reports?

Run them as often as you need. Many agencies run them monthly, quarterly, and yearly to identify peaks and troughs as well as to track success. With an AMS like AgencyBloc, you can save your reports and run them whenever you need for the most up-to-date data.