[White Paper] Insurance Agency Data Analysis and Reports: Using AgencyBloc to monitor the health of your business

Learn how AgencyBloc can help you monitor the health of your insurance agency through industry-specific reporting and in-depth analysis so you can make more informed business decisions for the future.


Read the White Paper

Does your current system allow you to perform in-depth data analysis and pull custom industry-specific reports?

Research from McKinsey & Company found that companies who use data analytics extensively are more than twice as likely to generate above average profits. These companies are using technological means to turn their big data into smart data. This affords them a deeper, more comprehensive look at the health of their book of business to make critical decisions for the future.

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You'll Learn...

  • How is my current system limiting my abilities for data analysis and industry-specific reporting?

  • What are the two most notable problems insurance agents face when it comes to data analysis?

  • How can I customize my reports and pull them more efficiently so I always have the data I need?

Cassandra A.

Running specific and odd reports is crucial for FG Insurance’s success. The Custom Reporting feature in AgencyBloc has already proved helpful. I know it’ll make this year our best year yet!
—Cassandra A., FG Insurance

Jeannette T.

We’ve saved $30,000 annually on generating reports and are retaining 90% of our business since moving. It’s the best software decision this company has ever made..
—Jeannette T., Health Insurance Store