Happy New Year! We hope you had a great holiday season and are ready to tackle 2024 with renewed energy and enthusiasm.

As we start the first full week of the year, we wanted to remind you that our customer support team is here to help you achieve your goals. Whether you need assistance with our tools or have questions about how to get the most out of our platform, we're here to help.

If you'd like to set up a time to review any of our platforms, please don't hesitate to reach out. We're always happy to chat and help you maximize your experience.

Here's to a successful 2024!

Understanding and Clarity users no longer see green checkmarks when loading files ✅ ✅ ✅

Instead, you have a view of all your Upload History as shown below. Within the "AMS Data Upload" portal, simply click "Upload History" and then click either "Agency Production" or "Clarity" to see the full details!

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.