Manage and analyze your sales data to create insightful reports.

Take the guesswork out of your data with insurance analytics and reports. Using the industry-specific analytic tools in AgencyBloc's platform, agencies can keep a pulse on the health of their business and make impactful decisions.

View analytics for your business as a whole or dive into specific areas like:

  • Commissions 
  • Lead Nurturing & Management 
  • Cross-Sell Opportunities
  • Client Retention & Churn
  • In-Force Policy Breakdown
  • Carrier & Policy Performance
  • Employee Productivity 
  • Email Marketing Performance
Example of dashboard graphs in AgencyBloc

Real-Time Data Graphs & Charts

Monitor trends in your agency with high-level, real-time graphs and charts. AgencyBloc's Dashboard Analytics forms your agency's data into easy-to-read graphs and charts that give you 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. 

Personalize your view with AgencyBloc's Personal Dashboards that allow you to star the graphs, charts, and lists that are most important to your role. Start each day with these insights to ensure you never miss a beat.

Custom report builder in AgencyBloc

In-Depth, Customizable Reporting

The Custom Report builder in AgencyBloc 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 Churn
  • Year-Over-Year Retention
  • Incoming Commission Payments
  • Outgoing Commission Payments
  • Lead Source Viability 
  • Agency/Employee 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 reporting tools strategically use the data your agency tracks to turn big data into smart data. Easily use that data to create comprehensive, easy-to-understand reports that allow your organization to make informative decisions about the future you want to build.

  • Yes, you can. AgencyBloc's Custom Report builder has advanced flexibility and will allow you to customize your report to fit your needs. 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. They provide a starting base and allow you to gain essential insights from your data in order to monitor trends and make insightful, data-driven decisions. When data is not being collected or looked through then there are key trends, threats, and opportunities you may be 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 our suite of industry solutions.

  • Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

    Learn More

  • With a suite of industry-specific tools, AgencyBloc makes managing your health and life insurance business simpler.

    Learn More

  • AgencyBloc's Commission Module creates a comprehensive view of your data so you can reduce time spent processing commissions and quickly identify missed income from carriers.

    Learn More