Power BI by Microsoft

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Last Updated May 2026 | Based on Public Information

Power BI is Microsoft’s business intelligence and analytics platform designed to help agencies turn operational data into actionable insights. Agencies can connect data from management systems, CRMs, accounting platforms, spreadsheets, and cloud applications to create dashboards, reports, and visualizations that support decision-making across sales, service, finance, and operations. Power BI supports self-service reporting, automated data refreshes, AI-assisted analysis, and secure sharing across teams. 

 

Features & Quick Stats

Key Features

  • Connects to cloud apps, databases, spreadsheets, and third-party data sources
  • Interactive dashboards and customizable reporting for agency performance visibility
  • AI-assisted reporting, natural language queries, and automated insights
  • Data modeling, transformation, and workflow automation through Microsoft Fabric and Power Query
  • Secure report sharing, role-based access controls, and governance tools
  • Integration with Microsoft 365, Teams, Dynamics 365, and embedded reporting workflows

Core Business

Business intelligence, analytics, dashboard reporting, and data visualization platform for operational reporting and decision support. 

 

How Power BI Helps Independent Agents & Brokers

Power BI helps independent agencies consolidate data from multiple systems into one reporting environment. Agencies can monitor production, retention, service activity, financial performance, and operational KPIs through automated dashboards and scheduled reporting. The platform reduces manual spreadsheet work, improves visibility across teams, and supports more informed operational and growth decisions. 

 

AI Capabilities

Turn your data into visuals with advanced data-analysis tools, AI capabilities, and a user-friendly report-creation tool.