Transform insurance commission data into strategic advantage

Dashboard displaying agent distribution pie chart, MDRT achievement stacked bar charts by agent tiers, and persistency alerts with counts for critical drops, warning trends, and improvements.

Bar chart showing MDRT Achievement across agent tiers: part-time, full-time, unit manager, and district manager with categories TOT, COT, MDRT, and NON MDRT.

Abstract gradient background with dark purple diagonal stripes fading into white at the bottom.

How analytics impacts every part of the business

Executives

See the full picture, from persistency trends to payout ROI, so decisions are made with clarity, not guesswork. Align strategic initiatives with real-time portfolio and compensation intelligence.

Book a demo

Graph showing persistency trends with 13-month and 24-month persistency lines compared to a target of 85%.

Operations & Distribution

Cut through cluttered workflows with live dashboards that surface leakage, agent performance, and campaign impact, enabling faster action and fewer manual handoffs.

Book a demo

Dashboard showing key metrics: 10 leakages, $2,400 campaign impact, and 67% average agent performance; bar chart compares actual vs expected performance for five agents, with Agent 3 at 95% actual and 80% expected.

Compliance & Risk

Stay ahead of audits and anomalies with built-in monitoring, traceable payout logic, and early warning signals that flag risk before it escalates.

Book a demo

Policy tracking table showing four policies with associated costs; policy 10481 is marked with a 'Needs update' warning and connected to anomaly detection, audit checks, and risk mitigation.

Persistency Guard

Retention Intelligence That Protects Long-Term Value

Transform persistency from static reporting into a continuous feedback system.

Persistency Guard™ gives insurers complete visibility into retention trends, policy behavior, and early risk signals, helping them strengthen long-term portfolio quality and distribution performance.

Multi-Period Analytics

Track 13-month, 25-month, and overall persistency rates with live data visualization. Identify changes in performance over time and spot where retention is improving or declining.

Performance Alerts

Automatic alerts highlight critical drops, warning patterns, and improving portfolios, enabling timely review and action before lapses escalate.

Cohort & Regional Insights

Drill down into specific divisions, regions, or business segments to understand what drives persistency and where additional support may be needed.

Comparative Views

Compare performance across internal business units, product lines, or time periods to identify emerging trends and improvement opportunities.

Dashboard showing 25 month persistency line graph with performance data, a 13 month persistency rate of 84.1%, critical alerts detected, and region-wise retention percentages with gains in North and South east and losses in West and North east.

Compensation Intelligence

Find Where Growth Really Comes From

Turn incentive data into performance intelligence.

Compensation Intelligence™ helps insurers see which branches, leaders, and performers create the most value per compensation dollar, adjusted for persistency, ROI, and growth efficiency.

Hierarchy Efficiency Mapping

Find the leadership levels delivering the highest production per override dollar.

Branch Efficiency Index

Identify branches that balance growth, persistency, and cost.

Production Concentration

See how your top performers drives the majority of business and what to replicate.

Quality-Adjusted ROI

Measure efficiency not just by volume, but by lasting value.

Risk Sentinel

Comprehensive Protection Through Advanced Pattern Recognition

Safeguard your business with intelligent risk monitoring that identifies threats before they impact your operations.

Risk Sentinel combines advanced analytics with insurance domain expertise to provide comprehensive protection across your entire business ecosystem.

Anomaly Detection Engine

Sophisticated pattern recognition that identifies suspicious activities and emerging risks.

Portfolio Health Monitoring

Continuous assessment of your book quality with early warning indicators.

Behavioral Analytics

Advanced profiling that detects unusual patterns in agent and customer behavior.

User interface showing a 'Product spike' alert with 20% on Branch A 1001 and a 'Resolve now' button above a table titled Economic loss listing agents Ashley T., Frank S., and Tom G. with their alert dates, economic losses, and risk percentages ranging from 72% to 96%.

Analytics Studio

Custom Intelligence Creation for Your Unique Business Needs

Build powerful, personalized analytics that align perfectly with your business requirements.

Analytics Studio empowers your team to create sophisticated dashboards and reports without technical complexity, putting advanced business intelligence directly in the hands of decision-makers.