What a book of business report actually shows
A real book-of-business report is more than a policy list. It states, for any point in time, how many policies are in force, how much annualized premium they represent, how the book splits across product lines and carriers, and who wrote each piece of it. From that base you can measure growth, concentration, and churn through policy persistency reporting.
AgencyGrid assembles that view from the raw carrier files themselves, not from hand-keyed summaries. Because every policy carries its effective date, status, premium, product, and writing NPN, the same dataset answers questions about lives, premium, and production without a separate export for each, including season views like Medicare AEP reporting for shops that live on the enrollment calendar.
- ✓ In-force lives and annualized premium, as of any date
- ✓ Product and carrier mix across Medicare, life, and health
- ✓ Writing agent and upline attribution on every policy
One book, every level of the hierarchy
The same policy matters to several people at once: the agent who wrote it, the managers above them, and the agency that owns the contract. AgencyGrid rolls each policy up the hierarchy path so a manager sees their whole team’s book and the principal sees the entire organization, while an individual agent sees only their own.
Because the rollup follows a live org chart, moving or promoting an agent re-parents their book instantly. There is no quarterly re-slicing exercise. The numbers reorganize themselves the moment the hierarchy changes.
Built on the carrier feed, not manual entry
The reason agency books go stale is that keeping them current is manual. AgencyGrid removes the keying entirely: a scheduled worker pulls each carrier’s book file, maps its columns, with AI-assisted suggestions for unfamiliar layouts, dedupes it against prior loads, and files the raw source in encrypted object storage for audit.
What you review is the finished book, refreshed on the carrier’s cadence, with every underlying file retained and traceable.
- ✓ Scheduled SFTP pulls per carrier, no portal logins
- ✓ AI-assisted column mapping for new file layouts
- ✓ Raw files retained in encrypted R2 storage for audit