What if preparing for 2026 didn’t mean hours of hunting for reports, consolidating data across systems, cleaning spreadsheets, and coordinating between multiple teams just to piece together a single insight?
Traditional reporting demands significant manual effort, slowing decision-making, delaying strategy, and draining resources. But agencies are stepping into a new era, one where speed, clarity, and forward-looking intelligence are no longer optional. The future of planning isn’t built on heavy lifting. It’s built on AI that not only automates manual work but also enables agencies to anticipate trends, spot patterns, and forecast what’s coming next.
For years, agencies relied on static reports, AMS policy data exports, and spreadsheets that often created more confusion than clarity. The problem is not a lack of data; it’s the lack of immediately accessible, actionable insight. AI changes that completely.
Informer leverages AI capabilities to combine structured AMS data with unstructured data from PDFs, carrier statements, and emailed reports, transforming them into clean, analyzable information in seconds. This eliminates hours of manual work and gives teams immediate visibility into the metrics that matter most. These insights transform 2026 planning from uncertainty to data-backed decisions enabled by precision forecasting powered by AI.
The most powerful shift AI brings to 2026 planning is speed: the ability to move from question to insight in moments.
Imagine asking simple, natural questions such as:
Show me the emerging revenue trends across departments or producer books
Highlight the best cross-selling and upselling opportunities projected for the next 12–18 months
Show me the patterns in renewal success that signal where to allocate resources
Predict possible carrier profitability shifts that may impact future commissions
AI delivers the answers to these questions when agencies need them. This level of agility creates a real competitive advantage, allowing agencies to plan faster, pivot earlier, and strengthen their position before the new year begins.
Planning for 2026 requires more than looking backward; it requires seeing what’s ahead.
AI brings that future into focus by surfacing insights that traditional reporting often misses.
By highlighting these patterns proactively and utilizing both your own AMS data, and all pertinent data on the internet, AI transforms forecasting from a rearview analysis into a forward-looking growth strategy.
This supports what matters most: helping agencies move faster, see further, and work smarter.
AI-driven forecasting doesn't just help executives; it supports the entire agency.
Producers gain sharper focus.
They can instantly see where their biggest 2026 opportunities lie, which relationships need strengthening, and how close they are to targets.
Account managers gain better control.
They quickly identify clients requiring proactive engagement, expiring policies that need prioritization, and service workloads that may impact retention next year.
Leaders gain unwavering visibility.
They can compare year-over-year trends, departmental performance, and carrier relationships with ease, enabling them to make intentional decisions rooted in real patterns rather than assumptions.
AI brings the entire agency onto the same page at speed, aligning producers, account managers, and executives around shared insights and shared goals. Instead of reacting to challenges as they arise, agencies move into 2026 with a proactive, coordinated, and confident approach. This is how teams perform at their highest level.
As agencies prepare for 2026, the organizations that will thrive are the ones that stop wrestling with manual reporting and start embracing AI-driven clarity. When the heavy lifting is removed, teams finally have the freedom to focus on strategy, service, and growth. Trends become visible before they materialize. Opportunities surface before competitors notice them. Decisions become faster, smarter, and grounded in data that’s both immediate and accurate.
With AI turning raw information into real insight, agencies gain the power to plan with confidence, forecast with precision, and step into the new year with unmatched momentum.
Ready to move faster, see further, and work smarter? Let’s talk.