What if planning for next year was powered by exactly the information you needed, no more, no less?
As the insurance industry grows more complex and competitive, preparing for a new year is no longer a routine administrative exercise. It’s a strategic opportunity, a chance for agencies to refine focus, strengthen relationships, accelerate growth, and make decisions that shape long-term success. Producers, account managers, and agency leaders are being asked to move faster, see further, and operate with more intelligence than ever before.
Yet most agencies still struggle with the same foundational challenge: too much information, and not enough clarity.
Spreadsheets. Disconnected AMS exports. Reports without context. Dashboards nobody uses. Critical insights buried in someone’s personal folder.
These silent blockers don’t just slow agencies down; they hold them back from entering the new year with confidence.
Planning for 2026 isn’t about having more data.
It’s about having the right data, at the right time, delivered in a way that drives action.
Too often, agencies measure activity instead of impact. When planning for the upcoming year, the most valuable reports are the ones that directly influence where you focus, how you allocate resources, and what will move the needle in 2026.
Here are the reports that matter most when preparing for next year’s performance:
Which clients need strategic attention to retain in 2026, and why.
Instead of simply identifying churn risk, determine where to invest relationship-building time, enhanced service, or renewal preparation to protect long-term revenue.
Which producers are positioned to drive profitable growth next year.
Look beyond revenue numbers and identify which producers consistently bring in strong margins, cross-sell effectively, and attract the right kind of business for 2026 targets.
Where service workloads need to be rebalanced to improve next year’s retention.
Uneven workloads slow renewals, increase E&O risk, and harm client experience. Analyze where redistribution, automation, or process improvements will strengthen next-year performance.
How line-of-business trends will shape your 2026 strategy.
Instead of just reporting historical trends, use them to forecast which segments to grow, which to stabilize, and where market conditions will influence next year's revenue planning.
Which carrier relationships to strengthen or reconsider going into 2026.
Determine which carriers will support your profitability goals next year, through commissions, risk appetite, responsiveness, and market stability.
These insights aren’t simply “nice-to-have”; they define how effectively your agency will compete, grow, and retain clients next year. Agencies who understand what needs attention before the year begins are the ones who make intentional, high-impact business decisions all year long.
Too often, agencies measure activity instead of impact. Planning for the new year should prioritize reports that directly influence strategic decisions, such as:
Retention Reporting: Protecting Next Year’s Revenue Before It’s at Risk
A strong retention report becomes the foundation of next year's revenue planning. Instead of simply showing who churned, it highlights which clients need more attention now so your team can protect relationships long before renewal season arrives. This shifts retention from reactive cleanup to a proactive strategy.
Total Premium & Commission by Department: Guiding Next Year’s Investment and Growth
A clear view of the total premium and commission by department helps leadership understand where next year’s growth is most likely to come from. Instead of summarizing performance, it shows which teams have momentum, which need support, and where to invest time, budget, and coaching to shape a stronger 2026.
Total Premium & Commission by Carrier: Choosing the Right Partners for 2026
When evaluating premium and commission by carrier, the goal isn’t just to see who performed well; it’s to decide which partnerships will strengthen your margins next year. This insight helps agencies clarify which carriers deserve deeper alignment, better negotiations, and more business as they plan for profitability in 2026.
Total Premium & Commission by Producer: Fueling 2026 Performance and Accountability
Looking at producer-level performance provides the clarity needed to build a more accountable and growth-oriented team for the upcoming year. It helps identify who is positioned to drive profitable growth next year, who may need additional support, and how to set goals that align with the agency’s 2026 strategy.
When you improve reporting, you improve next year’s outcomes and unlock smarter decisions, sharper direction, and a clear roadmap for growth in the year ahead.
As the industry evolves, agencies that embrace smarter reporting tools will consistently outperform those stuck in spreadsheets and outdated dashboards. With comprehensive reporting tools, data becomes more than information; it becomes a strategic asset.
You don’t just get reports; you get direction, focus, and control, helping you build a stronger, smarter business for the year ahead.
Ready to move faster, see further, and work smarter? Let’s talk.