WHAT IT INCLUDES
Built around real agency work.
- Carrier concentration charts
- Policy mix by line of business
- Manual add, edit, and delete controls
- Excel and CSV agency-summary imports
- Admin-controlled staff access
SEE WHERE THE AGENCY'S BUSINESS SITS
Insurance Agency Book-of-Business Reporting
Summarize policy counts and mix by carrier and line of business using manual entries or a spreadsheet import.HOW IT FITS THE WORKFLOW
From source to next action.
- 1Download the import template or add an entry manually.
- 2Enter one summarized row per carrier and policy type.
- 3Review carrier concentration and policy-mix charts.
- 4Correct or remove a summarized entry when agency records change.
COMMON QUESTIONS
Know where the tool stops.
Does this replace an agency management system?
No. It provides a practical summarized view and does not replace policy-level accounting, downloads, or the agency's system of record.
Does the spreadsheet import save every policy record?
No. The import is designed around summarized carrier and policy-type rows rather than individual insured information.
Who can see the report?
Agency administrators and managers can access it. A standard user can see it only when an administrator grants that permission.