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Catalyit Guide

Data Analytics

All you need to know about data analytics platforms.
Section I: Data Analytics Basics
  
Section I

Data Analytics Basics

What is Data Analytics technology?

Data analytics technology helps insurance agencies turn raw information into actionable insights. By combining data from multiple systems, these tools reveal trends, track performance, and guide better decisions.

Through dashboards, reports, and predictive analytics, agencies can enhance efficiency, increase retention, and identify growth opportunities. When you measure what matters, you stay proactive, competitive, and ready for what’s next.

Why it matters

When agencies measure performance by producer, carrier, or client, they make better decisions, improve retention, and grow profitably. The right analytics tools turn raw data into actionable insights that everyone on the team can understand.

      
Section II

Data Analytics in Insurance

There’s Data at the Heart of Every Agency

Insurance agencies are data-driven businesses, even if they don’t realize it. Every quote, policy, and client interaction creates valuable information.

Data analytics tools connect your AMS, CRM, accounting system, and carrier downloads to uncover insights that drive results.

This is the Moneyball part of your agency’s tech stack. If your data isn’t clean, accurate, and working for you, you're just guessing. What’s your data really telling you and how are you using it to win?”
Casey Nelson_circle-min
Casey Nelson

Director of Consulting

How Agencies Use Analytics Today

Track producer performance and new business hit ratios

Track producer performance and new business hit ratios

Improve marketing ROI through better segmentation

Improve marketing ROI through better segmentation

Identify the most profitable carriers and industries

Identify the most profitable carriers and industries

Forecast revenue and staffing needs

Forecast revenue and staffing needs

Measure client retention and renewal timing

Measure client retention and renewal timing

 Pro Tip

When agencies can clearly see their data, they make faster, more intelligent choices that improve both efficiency and the client experience.

     
Section III

Data Analytics in Action

Turning ideas into smart business decisions should always start with data. These resources show you how to put your data to work for your agency.

Check Out:

Turning Data Into Smart Business Decisions – Metrics that Matter
business documents on office table with smart phone and laptop computer and graph financial with social network diagram and three-1

Turning Data Into Smart Business Decisions – Metrics that Matter

Data isn’t just a nice-to-have—it’s your agency’s most powerful decision-making tool. Here's where to start and what to track.

Using Data to Drive Smarter Agency Decisions

Using Data to Drive Smarter Agency Decisions

Elevate your insurance agency's efficiency and profitability with data-driven strategies. Leverage analytics for decision-making and trend prediction.

     
Section IV

Set Yourself Up for Data Analytics Success

1

Start Simple

Track 3–5 key metrics, including retention rate, hit ratio, and new versus renewal revenue.

2

Integrate Your Systems

Connect AMS, CRM, and accounting data for a single source of truth.

3

Clean Your Data

Deduplicate records and standardize carrier and client names to ensure accuracy.

4

Define KPIs Clearly

Agree on how your agency measures “retention,” “active policy,” and “revenue.”

5

Visualize Results

Utilize dashboards that make data accessible and understandable to every team member.

6

Review Regularly

Share results monthly, celebrate wins, and adjust processes where needed.

       
Section V

Data Analytics Insurance Solutions

Take a closer look at all your available options by visiting their profiles.

Ennabl
Ennabl

Ennabl
by Ennabl

One platform for data and decisions.

Data Analytics

Informer
Informer

Informer
by Entrinsik

Reporting and analytics platform to help you make more informed, data-driven decisions.

Data Analytics AI

Neural Earth
Neural Earth

Neural Earth
by Neural Earth

AI-powered platform delivering instant property risk analytics and portfolio insights to help agents win and retain clients.

Data Analytics AI

Outmarket
Outmarket

Outmarket
by Outmarket AI

Outmarket is the leading all-in-one insurance AI platform, designed to help brokers generate revenue, save time, and reduce risk.

AI Data Analytics

RiskMatch
RiskMatch

RiskMatch
by Vertafore

Actionable insights from the industry's most comprehensive data platform. 

Data Analytics

AgencyKPI
AgencyKPI

AgencyKPI
by AgencyKPI

Data Analytics

BreachRisk™ for Insurance
BreachRisk™ for Insurance

BreachRisk™ for Insurance
by BreachBits, Inc.

Cybersecurity Data Analytics Specialty Solutions

Cogneesol
Cogneesol

Cogneesol
by Cogneesol

Data Analytics

CoreInsights
CoreInsights

CoreInsights
by Core Analitica

Data Analytics

DONNA.ai
DONNA.ai

DONNA.ai
by DONNA.ai

Data Analytics

Fenris Prefill & Fenris Insight
Fenris Prefill & Fenris Insight

Fenris Prefill & Fenris Insight
by Fenris Digital

Data Analytics

Loss Scan
Loss Scan

Loss Scan
by Loss Scan

Data Analytics

Neon
Neon

Neon
by b atomic

CRM Data Analytics

PortalOne
PortalOne

PortalOne
by Premium Logic

Data Analytics

Power BI
Power BI

Power BI
by Microsoft

Data Analytics

Qlik
Qlik

Qlik
by Qlik

Data Analytics

Synatic
Synatic

Synatic
by Synatic

Data Analytics

Tableau
Tableau

Tableau
by Salesforce

Data Analytics

 Pro Tip

Take the Tech Assessment to identify where better analytics can improve decision-making and operational efficiency.

     
Section VI

Demos & Videos

Neural Earth Demo
Data Analytics

Neural Earth Demo

July 29, 2025
Ennabl Demo
ennabl
Data Analytics

Ennabl Demo

April 8, 2025
Informer Demo
Informer
Data Analytics

Informer Demo

February 18, 2025
Premium Logic Demo
Premium Logic
Data Analytics

Premium Logic Demo

June 20, 2024
DONNA.ai Demo
DONNA.ai
Data Analytics

DONNA.ai Demo

June 4, 2024
Applied Epic Dashboards Demo
Applied Epic Dashboards
Applied

Applied Epic Dashboards Demo

February 22, 2024
     
Section VII

TechTips

Top 3 Dashboards That Save Insurance Agency Teams Time Every Week
Data Analytics

Top 3 Dashboards That Save Insurance Agency Teams Time Every Week

October 16, 2025 4 min read
Speed Wins: Making Decisions Without Bottlenecks
Data Analytics

Speed Wins: Making Decisions Without Bottlenecks

October 7, 2025 2 min read
Stop Waiting for Reports: Make Decisions in Real Time
Data Analytics

Stop Waiting for Reports: Make Decisions in Real Time

October 2, 2025 3 min read
Turning Data into Momentum: Elevating Insurance Agency Performance with Entrinsik
Data Analytics

Turning Data into Momentum: Elevating Insurance Agency Performance with Entrinsik

September 2, 2025 3 min read
The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever
cityscape with analytics overlay
AMS

The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever

June 2, 2025 1 min read
Turning Data Into Smart Business Decisions – Metrics that Matter
Data Analytics

Turning Data Into Smart Business Decisions – Metrics that Matter

May 12, 2025 2 min read
        
Section VIII

State of Tech Report

18%

of Catalyit agencies are using a data analytics platform. Are you one of them?

For the fourth year, Catalyit is partnering with Big “I” state associations to survey independent insurance agencies nationwide about their current tech stack. Agencies are sharing which tools they use and how they rate them.

Take the Agency Tech Assessment and tell us what powers your insights. See the results this spring in the 2026 State of Tech in Independent Insurance Agencies Report.

           
Section IX

Catalyit's Data Analytics FAQ

What agents are asking.

Q: What’s the difference between reporting and analytics?

A: Reports tell you what happened. Analytics show why it happened and what to do next.

Q: Do small agencies really need analytics tools?

A: Yes. Even tracking a few key metrics, such as retention, revenue, and hit ratio, helps you see what’s working.

Q: How often should we review analytics?

A: At least monthly for operational metrics and quarterly for strategic planning.

Q: How do we ensure data accuracy?

A: Assign data owners, standardize naming conventions, and regularly clean up records.

Q: What’s the biggest mistake agencies make with analytics?
A: Collecting too much data without acting on it. Focus on the insights that drive decisions.
     
Section X

Have questions?

Ready to put data analytics to work in your agency?

Talk to Us
Connect with Catalyit Consulting to develop a strategy that enables your agency to make smarter, faster decisions.

Take the Agency Tech Assessment
Identify where data analytics can streamline operations and guide growth.

Join Our Next Webinar
See how agencies are using dashboards and analytics to improve performance and profitability.

Catalyit laptop mock-up

Contributors:

Casey Nelson

Casey Nelson

Angela-Ford_circle-min

Angela Ford

Guide Last Updated: November 2025

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