We’ve rolled out several updates to improve your workflow:

• 📥 One-Click Exporting
  Tables now include an Export button—making it quick and easy to download data in just one click.
• ⚡️ Streamlined for Speed
  Tables have been streamlined across the platform, resulting in faster loading times.
• 📊 Cleaner, Easier-to-Read Tables
  Numeric, financial, and percentage values are now right-aligned, making it easier to scan and compare information.

Explore these enhancements today to enjoy a faster, more polished experience!

If you don’t see a NAICS code in the Market Assistance filter, it’s likely because no one in your network has written business with it yet.

Even though that code exists in our system, the dropdown only shows codes tied to actual data in your network.
We designed it this way to keep the filter data-driven, relevant, and easy to navigate.

👉 So if you’re exploring a new prospect and don’t see the NAICS code—don’t worry, it just hasn’t been written… yet.

We’ve just released several enhancements to the Carrier Production report in Harmony to make your data analysis smoother, faster, and more customizable.

What’s New

Carrier Production Report

• Export Button Added
  You can now quickly export the Carrier Details Table to Excel for easier offline analysis and sharing.
  Note: If your view includes total rows, we recommend using the filter menu to remove them after clicking "export."
• Improved Column Alignment
  All financial and ratio columns are now right-aligned, making it easier to scan and compare numbers at a glance.
• Subcode Slicer with Exclusion Logic
  Filter out unwanted sub-codes from your current view using the new slicer tool—giving you more control over what’s included in your insights.
• State Filter Button
  Slice and dice Carrier Production data by state (agency domicile state) to better understand geographic trends and performance.

Enhancements to Agency Production Filters

Available in Harmony and Understanding for customers with Agency Production

We’ve rolled out several usability enhancements to the Agency Production experience in both Harmony and Understanding, based on customer feedback—especially around writing carrier workflows and premium segmentation.
"Writing Carrier" Renamed to "MGA Writing"
To improve labeling, the "Writing Carrier" filter has been renamed to MGA Writing:

• When MGA Writing is selected, the Wholesaler filter is automatically enabled.
• Wholesaler cannot be deselected independently when MGA Writing is active—it must be turned off by deselecting MGA Writing.

• In the quick filter bar, selecting Core or Non-Core now shows only that breakout.
• If neither option is selected, the details table will show both Core and Non-Core rows.
• To switch between Core and Non-Core views within a combined display, use the filter buttons directly in the details table.

• These are now mutually exclusive—selecting one will deselect the other.
• This ensures your filtered results reflect exactly one distribution channel at a time.

Here’s a roundup of the latest platform updates from the past two weeks. These enhancements span both Harmony (for Network users) and Understanding (for Agency users), along with a behind-the-scenes enhancement you can now take advantage of by reaching out.

✅ Automated NAICS Classification Support

Classifying Book of Business just got easier. The Submission Service now includes SIC-to-NAICS crosswalk support. When only SIC codes are available, Understanding will automatically suggest the appropriate NAICS code—simplifying data input and improving classification accuracy.

Note: If you’re interested in learning more or would like this feature activated, let us know—we’re happy to help.

✅  Behind-the-Scenes Support for Combined CPR File Uploads

While you won’t see any interface changes, our internal tools now support uploading multiple carrier CPR files in a single combined format—no manual splitting needed.

What this means for you: If your team receives combined CPR files from a carrier, we can now load them on your behalf with less friction. Just send them our way—we’ll handle the rest.

Interested? Reach out to help@agencykpi.com to take advantage of this support.

Onboarding just got a whole lot easier. Introducing Understanding University—a new section in our Knowledge Base designed to guide agents step-by-step through getting started with Understanding.

Whether you're a brand-new agency, a growing team, or someone who's been wanting a better way to learn the platform—this is built for you.

✨ What to expect:

• Clear, numbered steps – to walk through onboarding at your own pace
• Printable checklist – to help stay on track and revisit anytime 
• Built into Understanding – training that mirrors the real user experience
• Support prompts – friendly reminders to reach out if help is needed

📍 How to find it inside Understanding:
Click the person icon (top right) > AgencyKPI Help Portal > Understanding > then select:
“University – Welcome to Understanding”

🔗 Or access it directly here: https://help.agencykpi.com/kb/section/61/

This is the kind of resource many users have been waiting for—easy to follow, easy to return to, and ready when you are.

Let’s make onboarding easier—together.

We’ve revised the Market Assistance - All Network Data report to include the Commission 12MM, # of Accounts, and Premium/Account column headers.

We appreciate your input as we continue to align our reports with what’s most useful.  

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!