See the latest new features, improvements, and product updates
Did you know that you can view all the help tickets you have submitted to AgencyKPI?
Click the person icon on the upper right of the screen
Select "AgencyKPI Help Portal"
Then choose "My Tickets" on the help portal
Click the ticket to review the entire correspondence history!
Did you know you can subscribe to our updates?
Simply click "What's New" in the upper right-hand corner of any AKPI platform to open the menu. Then click "Subscribe." You will then be alerted via email any time we post new updates to the system!
(Note: If you have access to more than one AKPI platform, you will need to subscribe in each of the products.)
Have you ever wondered what Carriers provide AKPI formatted reports?
Check out the complete list on our website: Partners — AgencyKPI
We are constantly adding to it, we recently broke 100! Have a Carrier that isn't on the list, contact us today to find out how to get them added.
Easily see at a glance in Agency Production or Network Summary if there are any unmapped policy types.
Simply click Map Unmapped Data to be taken to the mapping screen.
Additional Lines of Business are now available for both Agency Production and Carrier Production/Core Performance for the PL/CL views.
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.
Improvements have been made to the tables in both Harmony Core Performance and Understanding Carrier Production when comparing Carriers with missing or incomplete data.
Enhancements include:
Utilize the "Hide Incomplete" button to hide any Carrier(s) with missing data for the selected time frame.
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!
