Reporting and Data Analysis For Life and Health Insurance Agents

AgencyBloc's robust health and life insurance reporting and data analysis tools help you monitor success, understand trends, and make informed decisions for the future.


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Manage and analyze your data to create insightful reports

Take the guesswork out of your data with insurance analytics and reports. AgencyBloc’s robust health and life insurance reporting and data analysis tools help you monitor success, understand trends, and make informed decisions for the future.

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

  • Commissions 
  • Lead Nurturing & Management 
  • Client Retention & Churn
  • In-Force Policy Breakdown
  • Carrier & Policy Performance
  • Employee Productivity 
  • Email Marketing Performance

AgencyBloc’s Dashboard Analytics provides real-time graphs, charts, and lists to give a birds-eye view into trends and current happenings in your business. Use this as a launching pad to determine where to dig further and which reports are needed for a more comprehensive analysis. You can then run pre-built, industry-specific reports or build your own Custom Reports.

Reymond S."The greatest value, from my standpoint, is that AgencyBloc has allowed us to do a deep dive into the analysis of our book of business. It has uncovered things we didn’t know and reassured things we thought we knew."
— 
Reymond S., Montgomery & Graham

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  • Powerful Custom-Built Reports

    Drill down into the information most pertinent to you by building Custom Reports that fit your agency’s needs. Build your report once, save it, and share it with your team to make your reporting efforts more streamlined and effective. Run these reports on a consistent basis to monitor changes in your business and make more informed decisions.

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  • Identifying Successful Prospect & Lead Sources

    Identify the prospects and lead sources that spell success for your agency. Determine which lead sources are your most profitable and which you can phase out. Use this insight to direct funds and concentrate efforts for future lead and prospect wins. 

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  • Precise Report Recipes for Insurance Data Analysis

    Use AgencyBloc to create and run the reports that matter to you, your business, and your goals. Insurance data analytics include individual and group metrics. Industry-specific report templates and recipes help you craft reports designed for each department in your agency that target a distinct set of data—like a group policy census report.

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