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.

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.

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!

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. 

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.

Introducing the new AMS Data Uploader for all customers that utilize AMS360 or Epic and have both Understanding and Clarity.

AgencyKPI is excited to announce that you can now load ALL your reports in one place within our platform. You will be able to access this loader in either Understanding OR Clarity.

We love to bring you new features that will make your experience better. Got the next great idea, let us know!