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Turn your agency data into actionable insights. Track policy retention, claim ratios, and agent performance — all powered by AI.
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$2,340
Avg Premium
87.4%
Retention Rate
62.1%
Loss Ratio
24.3%
Quote-to-Bind
Revenue by Month
Service Mix
No more waiting for reports or digging through spreadsheets. Just ask your AI data analyst — it surfaces insights instantly.
Use one of the most common prompts below or use your own to begin
Built for principals and ops leaders — not BI hires. See quotes, binds, retention, and campaign ROI without stitching spreadsheets.
Connect AMS, carriers, CRM, and ads — explore pipeline and revenue without exports.
See conversion by LOB, producer leaderboard, and retention — ask questions for charts plus explanations.
import pandas as pd
df = pd.read_csv("revenue.csv")
df.groupby("tech")["amount"].sum()
Benchmark anonymized premium and retention signals against peers — with plain-language fixes.
"Which tech has the best close rate?"
Mike R. closes at 84% — 12% above team avg...
Understands carriers, territories, and producer splits so answers stay agency-specific.
Weekly summaries of quotes, binds, campaigns — what improved, what slipped, and three priorities.
Full‑time analysts are expensive. DIY spreadsheets are slow and error‑prone. Our AI shows you where you’re losing money and where to raise your game. A few better decisions each month more than cover what you pay us.
DIY / Spreadsheets | Hiring Analysts | AI analyst | |
|---|---|---|---|
| Available 24/7 | When you have time | Business hours | ✅ |
| Stress & late nights | Constant | Frequent | None |
| Health insurance & benefits | Not applicable | Required | Not needed |
| Training & onboarding | Self-taught | 1 – 3 weeks | 5 minutes |
| Turnover & replacement | Not applicable | High risk | Never leaves |
| Integrates across platforms | Very limited | Limited | All platforms |
| Response time | When available | Hours – days | Instant |
| Scalability | Limited | Hire more | Infinite |
| Monthly cost | Your time | $5,000 – $15,000 | from $39/mo |
| How they feel | Exhausting | Varying quality | Always consistent |
Without real-time analytics, you're making decisions based on gut feeling instead of data.
of insurance agencies don't track true retention rate by product line or agent
average annual premium lost from churn that goes undetected until renewal time
average delay in identifying underperforming agents or declining product lines
of agency owners rely on carrier reports rather than their own data for strategic decisions
Connect your existing tools, and your AI data analyst starts surfacing insights immediately.
Sync with Applied Epic, HawkSoft, EZLynx, or your agency software in minutes.
Your analyst maps policy, claims, and agent data, then builds custom dashboards.
Start asking questions and receiving automated reports from day one.
Your data stays private and is never used to train AI. ServiceAgent is compliant with industry standards including SOC 2 Type II and GDPR.
Join hundreds of insurance agencies using AI to optimize retention, track performance, and grow premiums faster.