Agency reporting

Insurance agency reporting software that runs itself

Build production, book-of-business, persistency, and commission reports from live carrier data, then deliver every agent, manager, and principal their own slice on a schedule, without anyone asking you for numbers.

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In most agencies, reporting is a person. Agents ask their upline for production numbers, managers rebuild the same spreadsheet every month, and the principal finds out how the quarter went weeks after it ended. The data all exists, but it lives in carrier portals and exports, so every report is a manual project and every answer is stale by the time it ships.

AgencyGrid treats reporting as the product of the data you already have. Carrier feeds land, get normalized, and are attributed to agents by NPN, and reports assemble themselves from that live dataset: production by agent, book by product line, persistency by carrier, commissions by level. Schedule them once and every person in the hierarchy receives their own view automatically.

Every report an agency runs, from one dataset

Because AgencyGrid holds the book of business, the commission statements, and the agent hierarchy in one normalized store, one dataset powers every report an agency needs. There is no re-keying between systems and no reconciling two exports that disagree about the same month.

Production reports show submitted and effectuated business by agent, team, or the whole org. Book reports show in-force lives, premium, and product mix. Persistency reports show retention by carrier and cohort. Commission reports show expected versus received, with overrides cascaded up the chain.

✓ Production by agent, team, product, carrier, or period
✓ Book of business: in-force lives, premium, product mix
✓ Persistency and retention by carrier and cohort
✓ Commission and override reporting at every level

Hierarchy reporting: every agent gets their slice

The hard part of agency reporting is not building one report, it is building four hundred: one for each agent, scoped to exactly what they are allowed to see. AgencyGrid does that scoping automatically because every policy and commission row is attributed to a writing agent inside a live hierarchy.

A writing agent sees their own production and book. A manager sees their whole downline rolled up, with drill-down to each agent. The principal sees the organization. Move an agent in the grid and every report re-parents instantly, so hierarchy reporting stays correct as the org changes.

Scheduled and delivered, not requested

A report nobody receives is a dashboard nobody checks. AgencyGrid schedules report delivery down the hierarchy: weekly production to every agent, monthly book and persistency to managers, a monthly org rollup to the principal. Everyone reads from the same numbers, on the same cadence, without asking.

That single change removes the report-request loop that eats an operations person’s month, and it gives the downline a reason to trust the agency: their numbers show up, current and correct, every time.

✓ Scheduled delivery per level: agent, manager, principal
✓ Exports for payout runs, carrier disputes, and diligence
✓ Same dataset at every level, sliced by role

Why agencies choose AgencyGrid

Reporting the whole downline can trust

One dataset, every report

Book, production, persistency, and commission reporting from the same normalized carrier data.

Hierarchy-scoped views

Each agent their slice, each manager their team, the principal the org, automatically.

✓ Role-scoped access built in
✓ Instant re-parenting on org changes

On a schedule

Reports deliver themselves down the hierarchy. Nobody has to ask, and nobody has to build.

Fed by carrier SFTP

Data pulls, maps, and loads automatically, so every report reads from live numbers.

FAQ

Common questions

What is insurance agency reporting software?

It is software that turns an agency’s raw data, carrier book files, commission statements, and the agent roster, into recurring reports: production, book of business, persistency, and commissions. AgencyGrid builds those reports from live carrier feeds and delivers each person in the hierarchy their own scoped view on a schedule.

How is this different from a carrier portal’s reports?

A carrier portal reports on that carrier only, from its own perspective, with no knowledge of your hierarchy. AgencyGrid consolidates every carrier into one dataset, attributes each policy and commission to the writing agent, and reports across the whole book, rolled up your org structure.

Can each agent receive their own report automatically?

Yes. Reports are scoped by the hierarchy and scheduled per level, so a writing agent receives their own production and book, a manager receives their downline rollup, and the principal receives the organization view, without anyone assembling them by hand.

What does hierarchy reporting mean?

Hierarchy reporting rolls every metric up the org chart: an agent’s production contributes to their manager’s team totals and the agency’s organization totals, and overrides cascade the same way. Because AgencyGrid models the hierarchy as live data, those rollups are always current, even when agents move.

Keep exploring

Related guides

Part of Book of Business Reporting

Book of Business ReportingConsolidate every in-force policy into one live, hierarchy-aware view.

Carrier SFTP IntegrationConnect carrier SFTP once and pull book & commission files automatically.Policy Persistency ReportingTrack retention, lapse, and persistency across your whole book.Medicare AEP & OEP ReportingSeason-ready production and enrollment reporting for Medicare shops.Book of Business ValuationUnderstand what an agency book is worth before you buy, sell, or borrow.

From the blog

The Medicare AEP Reporting ChecklistAEP runs Oct 15 to Dec 7, and the agencies that stay calm through it are the ones whose reporting was ready before the first application. Here is the checklist to build now.Managing a Growing Downline: Structure That ScalesThe org chart that ran smoothly at ten agents quietly becomes unmanageable at a hundred. Structure, not heroics, is what lets a downline keep growing.Stop Rekeying Carrier Commission StatementsIf a person on your team retypes carrier commission statements into a spreadsheet every month, you are paying twice: once for the labor and again for the underpayments that slip past tired eyes.

Put your reporting on autopilot

Connect your carrier data once and every level of your downline gets its numbers on schedule.

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