Reporting Templates for Life and Health Insurance Companies

Target the information you need by running industry-specific reports. Use AgencyBloc's pre-built standard templates or build Custom Reports.

Efficiently create reports and present key metrics with easy-to-use reporting templates.

Target the information you need by running industry-specific reports. Use AgencyBloc’s pre-built standard templates or build Custom Reports to fit your agency’s specific needs. Report on a variety of information, including:

  • Commissions
  • Policies
  • Agents
  • Individuals
  • Groups
  • Carriers
  • Relationships
  • Custom-Built Fields
  • Demographic Data

For full recipes of the following reports and more, download our free PDF tool.

Business Production Reports 

Production reports offer a comprehensive view of everything your agency is bringing on and losing within a given timeframe. Often called “adds and terms,” production reports help you identify churn and see which parts of the year are your most successful. Adds and terms are usually run year-over-year or month-over-month and by coverage type, carrier, or agent/employee.

Agency Productivity Reports

Better understand the inner workings of your agency by tracking productivity and efficiency. Utilize activity-based reports to see what’s being completed and what remains outstanding. Run both completed and not completed activity-based reports on your policy, group, or contact/individual to get an in-depth view of your agency’s overall productivity.

Policy Tracking Reports

Policy tracking reports monitor the ins and outs of all the policies in your book of business. Policy-based reports share insight to help you make more informed business decisions on where to pivot regarding future carrier partnerships and product offerings. Popular reports AgencyBloc clients run include:

  • In-Force Policies
  • New Policies by Carrier
  • New Policies by Coverage Type

Group Policy Tracking Reports

Run group-specific reports to improve customer service and better monitor census, enrollment, and elections within group policies. Common group policy reports agencies run include:

  • Employee Census
  • In-Force Policies for a Specific Group
  • Enrollments & Elections
  • Terminated Employees for a Specific Group

Lead Nurturing Reports

Monitor your incoming leads and lead sources with lead nurturing reports. Use this information to view your conversion rate for lead types and lead sources to determine the most profitable. Track new leads by agent, lead source, status, and all activities regardless of completion.

Sales Reports

Better monitor your sales team to identify peaks and valleys to help you understand where you can assist. Sales reports offer insight into sales efforts to inform you when changes need to be made, hires added, and more. Pending policy reports are a typical basis for sales reports to view what’s in the sales pipeline, how long it’s been there, and what activities are due to help move it along. This gives your sales team the knowledge of what sells best and where to place additional efforts.

Commission Reports

Run commission-based reports to see which policy type and carriers are most profitable, carriers or products to add/drop, and uncover inaccurate and missing payments from the carriers. Commission reports agencies utilize include:

  • Commissions Received
  • Commissions Not Received
  • Commissions Paid Out