Improvements have been made to the AgencyKPI help portal. If you haven't visited in a while, go check it out! We've made it easier for you to navigate. 

We are pleased to announce that Clarity now supports the new 2022 NAICS codes. 

When you log into Clarity, you will see “Obsolete NAICS codes found” if codes have changed. A link will be provided for you to jump directly to the Customer Accounts screen to find appropriate NAICS codes. If you dismiss the message, you may return to the Customer Accounts section at a later date and sort by “obsolete” to find them again.  

When you click on an “obsolete” code, a modal window will open and suggest new codes based on a NAICS code crosswalk. However, the code crosswalk may not suggest a new code in some cases. 

It is important to note that all codes with an “obsolete” status will not be shown in any of the other screens within Clarity. “Obsolete” codes must all be changed to an appropriate NAICS code to become visible in the dashboard and alignment screens. 

For more information about NAICS codes please visit the help desk and search for NAICS Codes - Did You Know article.

In the Core Performance tab, Harmony users now have a view of disengaged agencies for the time selected.

Improvements have been made to the Core Performance table. Now when you multi-select Carriers, the sum at the top of the table will show you the same information provided from the main table below in a clear and easy-to-read format!

Introducing the new AMS Data Uploader for all customers that utilize AMS360 or Epic and have both Understanding and Clarity.

AgencyKPI is excited to announce that you can now load ALL your reports in one place within our platform. You will be able to access this loader in either Understanding OR Clarity.

We love to bring you new features that will make your experience better. Got the next great idea, let us know!

The menu on the left side of Clarity has been updated.

Now the "AMS Data Upload" is found under the "AKPI Tools" dropdown. 

As the saying goes, timing is everything.

Now you can use the Timeframe Selector to access data for specific timeframes. Choose YTD, 12 Month Window, 24 Month Window, or 36 Month Window. Or select a custom timeframe. 

Here's how the Timeframe Selector works: 

1. Click on Core Performance

Click on Core Performance in the left-hand navigation

2. Click the Timeframe Selector icon

Click the Timeframe Selector icon in the upper right-hand corner

3. Choose the desired timeframe button: YTD

Click YTD and the Timeframe Slider will automatically adjust

Click Apply Filters to see the data

4. Choose the desired timeframe button: Month

Click Month and the Timeframe Slider will automatically adjust

Click Apply Filters to see the data

5. Choose the desired timeframe button: 12 Month Window

Click 12 Month Window and the Timeframe Slider will automatically adjust

Click Apply Filters to see the data

6. Choose the desired timeframe button: 24 Month Window

Click 24 Month Window and the Timeframe Slider will automatically adjust

Click Apply Filters to see the data

7. Choose the desired timeframe button: 36 Month Window

Click 36 Month Window and the Timeframe Slider will automatically adjust

Click Apply Filters to see the data

8. Choose the desired timeframe button: Custom

Click Custom to manually adjust the timeframe slider with your mouse

Click Apply Filters to see the data

9. Click the Calendar icon

Click the Calendar icon. Manually select a "starting date" and then an "ending date" range.

Click Apply Filters to see the data

Take a look at what we’ve done to the Business Classification Dashboard in Clarity. We’ve redesigned it and added new features. Now your data is better organized and more accessible.

Simply roll your mouse over the new, intuitively-designed graphs and the related numbers and percentages pop right up.

Plus, we’ve added a new ‘Top 10 Accounts’ section. Click the ‘Premium or Revenue’ toggle switch and Clarity will instantly rank your accounts by customer, carrier and premium. 

We hope you enjoy the new Business Classification Dashboard. It’s yet another way Clarity can help you match the right accounts with the right carriers.

Introducing Agency Production. This is a major improvement in Understanding. 

The AMS data or "Scorecard" data you load into Harmony is now available in Understanding. 

We're always working to improve how Understanding works for you.