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As we bid farewell to 2024 and welcome the new year, it's the perfect time to reflect on our goals and set new resolutions. There is one area that often gets overlooked: cleaning up your agency management system data. If you utilize AMS360, Epic, or Sagitta in your agency let AgencyKPI help you through the process In 2025 with AMS Data Health! Together let's make a resolution to hygiene data and embrace a more organized and efficient 2025. To learn more click here, or to find out about subscribing to AMS Data Health email help@agencykpi.com.

Improvements have been made to the Profit Share Summary!

Tables have been redesigned for an easier to read view of the Carrier and Agency data. With this comes the ability to enter collaboration mode in either table!

See our Knowledge Base article Profit Share Summary for more information!

The Profit Share Summary report is ready for you in Harmony! 

Starting today you have access to the new report. This is designed for Networks and Brokers who have contingency or profit share agreements with specific carriers. It will allow you to track those carriers that are core to your business. Check it out, and let us know what you think!

For more information visit the AgencyKPI Help Portal. 

AgencyKPI is excited to announce that Core Production Data Health is ready for you! 

Go check it out in the AKPI Tools in the upper left corner of Harmony, or see our articles in the Help Portal - Data Health

(This report is only for users that are uploading Carrier Production reports)

Did you know that you can toggle between the Agency View and the Network View in Market Assistance? Make sure if you are looking at NAICS codes that you choose "Network" to see where your peers may be writing codes and the premium associated. 

Updates have been made to Market Assistance. Now you can toggle between Commercial Lines and Personal Lines! This toggle is located in the upper left section of the page.

You now have the ability to look at your data from the Network or your Agency view. Additionally, in the Agency View the lower tables have been improved to show you all accounts, and all policies. Click any line in the Account Table to view the individual policies below. An All Industry Data table has also been added. 

Improvements were made to the AKPI Tools menu. Now you can see at a glance where to go based on the data source!

The download report button was moved from the menu and placed on the Carrier Production page next to the time frame selector. This will download a csv of your Carrier sourced data by the date you have selected. 

Agency Production has been improved! Same information with better graphics, and table hover overs. Advanced filtering options, as well as the option to toggle between Core or Non Core Carrier relationships. Check it out!