We’re excited to introduce the Account Rounding Dashboard — a single, powerful report designed to help your team quickly identify upsell and cross-sell opportunities already within your existing book of business.

What’s Include

• New Dashboard Tab: Access Account Rounding from your left navigation
• Key KPIs: Total Opportunities, High Likelihood, Estimated Revenue, and Realized Opp Revenue (YTD)
• Flexible Filters: Producer, Account Manager, Account Name, and Expiration Date Range
• Chart and Data Views – visual insights, trends, and lift across your team as well as detailed team opportunities
• Drilldowns: Click any KPI or account name for deeper charts, pivot tables, policy history, and recommendations

Full details are available in our Knowledge Base article here.

New: Producer & Account Manager Mapping

Admins can now map users to their AMS name variations.

• Mapped users will only see their own book of business
• Unmapped users retain full visibility

Important: Do not map admins, managers, or anyone who needs full agency-wide visibility.

Reminder — your subscription includes unlimited users, so feel free to add anyone who needs access before completing your mappings.

Permissions Note

• If you use Groups in the Admin Portal, enable the Account Rounding dashboard for the appropriate groups.
• If you don’t use Groups, no action is needed.

Try It Today

Your next growth opportunity is already in your book.

Open the Account Rounding Dashboard and start exploring your data.

For help or setup questions, contact help@agencykpi.com

The WIN Dashboard is now available for users inside of the Harmony platform. This will replace the SalesForce view of the report effective November 30, 2025. 

Your new high-level view of carrier data — fast, visual, and built for everyone.

Carrier Pulse gives you a quick snapshot of carrier data through clear charts and graphs. It’s not a detailed report, but a focused dashboard designed to help you spot trends and compare key metrics at a glance.

🧭 What’s inside:

• Visual Insights: Explore carrier data through easy-to-read charts and graphs.
• Top Metrics: Instantly see how carriers compare by premium, new business, and loss ratio.
• Year-to-Date Focus: All data is automatically set to Year to Date, so you can keep an eye on the full year’s performance without adjusting filters.

👥 Why you’ll love it:

• New users will appreciate that Carrier Pulse can display data pulled directly from carrier portals—even before carriers begin supplying AgencyKPI-formatted reports.
• Experienced users will enjoy the streamlined, simplified view—a quick way to stay on top of carrier data without getting lost in all the details and options that Carrier Production provides.

📍Where to find it:

You’ll see Carrier Pulse in your report list starting today — just look for the Pulse icon next to your other performance tools.
✨ It’s already been enabled for your account, so go check it out!

What’s included in this release: MFA, Agency Group management, Writing Carrier Mapping improvements, and Enhanced Upload History search.

We’re excited to share the latest updates that make managing your network and agency data even easier!
Access may be limited based on individual user permissions.

🔐 Multi-Factor Authentication (MFA)

Harmony now supports MFA for all subscribers. This security feature is controlled at the network level, meaning if your Harmony subscription is connected to agencies using Understanding, MFA settings will extend to those users as well. Contact help@agencykpi.com to enable this feature.

⚙️ Agency Group & Admin Portal Improvements

New Agency Group feature: Harmony admins can now create custom Agency Groups and control which users can apply them as filters in Carrier Production and Profit Share Summary. Contact help@agencykpi.com to enable this feature.

Links to the AKPI Knowledge Base have been added throughout the Admin Portal to provide guidance and context, helping users better understand configuration options.

Interface improvements made to data filtering, group management, and saving for a more seamless and intuitive experience.

📂 Upload History Enhancements

Expanded search now returns results for carriers, agencies, and usernames to quickly find recent uploads.

What’s included in this release: Admin Portal for user management.

We’re excited to announce a powerful new way for admins to manage access in Understanding.

🛠️ Admin Portal

• New Admin Portal: Admin users now have the ability to add new users and manage their access directly in Understanding.
• For more details and step-by-step instructions, visit our Knowledge Base.

We’ve rolled out several updates to improve your workflow:

• 📥 One-Click Exporting
  Tables now include an Export button—making it quick and easy to download data in just one click.
• ⚡️ Streamlined for Speed
  Tables have been streamlined across the platform, resulting in faster loading times.
• 📊 Cleaner, Easier-to-Read Tables
  Numeric, financial, and percentage values are now right-aligned, making it easier to scan and compare information.

Explore these enhancements today to enjoy a faster, more polished experience!

If you don’t see a NAICS code in the Market Assistance filter, it’s likely because no one in your network has written business with it yet.

Even though that code exists in our system, the dropdown only shows codes tied to actual data in your network.
We designed it this way to keep the filter data-driven, relevant, and easy to navigate.

👉 So if you’re exploring a new prospect and don’t see the NAICS code—don’t worry, it just hasn’t been written… yet.

We’ve just released several enhancements to the Carrier Production report in Harmony to make your data analysis smoother, faster, and more customizable.

What’s New

Carrier Production Report

• Export Button Added
  You can now quickly export the Carrier Details Table to Excel for easier offline analysis and sharing.
  Note: If your view includes total rows, we recommend using the filter menu to remove them after clicking "export."
• Improved Column Alignment
  All financial and ratio columns are now right-aligned, making it easier to scan and compare numbers at a glance.
• Subcode Slicer with Exclusion Logic
  Filter out unwanted sub-codes from your current view using the new slicer tool—giving you more control over what’s included in your insights.
• State Filter Button
  Slice and dice Carrier Production data by state (agency domicile state) to better understand geographic trends and performance.

Enhancements to Agency Production Filters

Available in Harmony and Understanding for customers with Agency Production

We’ve rolled out several usability enhancements to the Agency Production experience in both Harmony and Understanding, based on customer feedback—especially around writing carrier workflows and premium segmentation.
"Writing Carrier" Renamed to "MGA Writing"
To improve labeling, the "Writing Carrier" filter has been renamed to MGA Writing:

• When MGA Writing is selected, the Wholesaler filter is automatically enabled.
• Wholesaler cannot be deselected independently when MGA Writing is active—it must be turned off by deselecting MGA Writing.

• In the quick filter bar, selecting Core or Non-Core now shows only that breakout.
• If neither option is selected, the details table will show both Core and Non-Core rows.
• To switch between Core and Non-Core views within a combined display, use the filter buttons directly in the details table.

• These are now mutually exclusive—selecting one will deselect the other.
• This ensures your filtered results reflect exactly one distribution channel at a time.

Here’s a roundup of the latest platform updates from the past two weeks. These enhancements span both Harmony (for Network users) and Understanding (for Agency users), along with a behind-the-scenes enhancement you can now take advantage of by reaching out.

✅ Automated NAICS Classification Support

Classifying Book of Business just got easier. The Submission Service now includes SIC-to-NAICS crosswalk support. When only SIC codes are available, Understanding will automatically suggest the appropriate NAICS code—simplifying data input and improving classification accuracy.

Note: If you’re interested in learning more or would like this feature activated, let us know—we’re happy to help.

✅  Behind-the-Scenes Support for Combined CPR File Uploads

While you won’t see any interface changes, our internal tools now support uploading multiple carrier CPR files in a single combined format—no manual splitting needed.

What this means for you: If your team receives combined CPR files from a carrier, we can now load them on your behalf with less friction. Just send them our way—we’ll handle the rest.

Interested? Reach out to help@agencykpi.com to take advantage of this support.