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Business intelligence

InsuraTec’s business intelligence infrastructure gives you real-time insights across recruiting, production, and retention, so you can spot opportunities and fix problems before they cost you money, time, and reputation.

Real-time performance dashboards

White-labeled executive reporting

Intelligence across your entire business

THE CHALLENGE

You’re making decisions without seeing the full picture

Most organizations face the same problem: Production data lives in carrier portals, recruiting metrics sit in spreadsheets, and retention insights don’t exist at all. The result? Blind spots that hide underperforming carriers, missed coaching opportunities, and growth trends you only see in hindsight.

The problem isn’t your team. It’s not having the data to lead them effectively.

HOW INSURATEC SOLVES IT 1/3

HOW INSURATEC SOLVES IT

See your entire business in real time

Stop piecing together reports from multiple systems. InsuraTec's dashboard pulls live data from recruiting, contracting, sales, and policy management into one executive view.

What you get:

Real-time production tracking across all carriers and agents
01
Placement and persistency rates that update automatically
02
Carrier-specific performance dials showing trends at a glance
03
Historical milestones and live sales tracking
04

Make faster, smarter decisions

Data that sits in reports doesn't change behavior. Intelligence that's visible and actionable does. InsuraTec helps you identify problems early and coach your team with precision.

Decision-making tools:

Executive dashboards that highlight what needs attention
01
Agent performance comparisons that reveal coaching opportunities
02
Carrier trend analysis that shows which relationships drive results
03
Drill-down capability from high-level metrics to specific policy details
04

Present your brand, track your way

Every business tracks different metrics. InsuraTec's white-label intelligence lets you customize what matters to your business while maintaining your brand identity.

Customization options:

White-labeled dashboards with your logo and colors
01
Configurable metrics and dials based on your priorities
02
Custom views for different roles (executives, managers, agents)
03
Branded reporting for presentations and stakeholder updates
04

WHO WE SERVE

Designed for your growth stage

Independent insurance agencies

looking for enterprise-level analytics without enterprise-level costs
Agency leaders

tired of spreadsheet reporting and blind spot management
Agencies scaling rapidly

who need intelligence that keeps pace with growth
Regional agencies

managing distributed operations who need unified visibility
Growing IMOs

that need centralized intelligence across multiple teams and locations
Insurance carriers

evaluating distribution partners based on data infrastructure and transparency

THE PLATFORM

What's inside

Key capabilities:

Live production totals by carrier, agent, and team
Placement and persistency rate tracking across the organization
Carrier-specific performance dials and trend visualization
Sales milestone tracking with historical comparison

Key capabilities:

Granular policy-level details and management
Client servicing and renewal tracking
Commission and business data synchronization
Complete audit trail for compliance and reporting

Key capabilities:

Agent performance rankings and comparisons
Production trend analysis by time period, carrier, or product
Persistency tracking to identify retention opportunities
Recruiting efficiency metrics from application to production

Key capabilities:

Custom branding with your logo and colors
Role-specific dashboards for executives, managers, and agents
Configurable metrics based on your priorities
Branded reporting for stakeholder presentations

WHY INSURATEC

Keep your brand. Borrow our infrastructure.

Ownership and control

Your data stays yours. You maintain complete control over how intelligence is viewed, shared, and used within your organization.

True integration

Unlike standalone BI tools, InsuraTec pulls from your actual operational systems – recruiting, contracting, policy management, and commissions – giving you a single source of truth.