Great news! Market Assistance has returned and is ready for action! 🏆 We know you’ve been eagerly waiting, and we’re excited to bring back the tool you rely on—now with a streamlined experience that keeps things focused and easy to use.

🔹 What’s New?
✅ Same great tool, now in a Lite Version for seamless access
✅ A clean, refined view with just the right insights
✅ Optimized to help your agency find market opportunities—fast!

Market Assistance Lite is here to help your agency work smarter within your network, making collaboration smoother than ever. Jump back in and see how it works for you!

⚡ Start using it today! 🚀

We’ve made it even easier to ensure your data is mapped exactly the way you need it! Now, on the Network Users Onboarding page, you can see at a glance how much premium is associated with each carrier and each policy type—giving you greater visibility and control.

🔹 Sort by Premium: Quickly organize your data to ensure accurate mapping based on premium volume.
🔹 Enhanced Insights: Make informed decisions with a clear breakdown of premium by carrier and policy type.

This enhancement helps you maximize efficiency and accuracy while mapping your data. Check it out today and map with confidence!

🎯 Log in now to explore the new feature!

AI is transforming the way we work, and we’re curious about your perspective. How do you currently use AI in your day-to-day role? Do you see it as an enabler for success, and what opportunities or challenges do you think it brings? Your insights are invaluable as we explore how to better integrate AI tools to support you. 

Share your thoughts in the box below "Send us your feedback" —we’re eager to hear from you!

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!