In today’s insurance landscape, uncertainty around data is one of the biggest bottlenecks to effective decision-making. When numbers are unclear, outdated, or locked in spreadsheets, misinterpretation follows. Leaders can’t align, employees second-guess insights, and opportunities slip through the cracks. In a business where speed matters, hesitation caused by unclear data isn’t just inconvenient, it’s costly.
Insurance agencies process large volumes of data every day, including renewals, commissions, claims, and client activity. However, when agencies rely on outdated spreadsheets to manage that data, it slows down the entire operation. Manual entry takes hours, errors creep in, and different teams often work from conflicting versions of the same report. Instead of enabling speed, reporting delays leave leaders reacting after the fact rather than steering proactively.
When reporting lags behind the pace of the business, the consequences show up in multiple ways:
The ability to make fast, well-informed decisions defines whether agencies stay ahead or fall behind. Clients expect tailored service and quick answers. Leadership demands clarity to guide strategy. And in an industry with tight margins, delays can mean lost revenue or missed opportunities to improve retention. Over 80% of insurance agencies face slow manual processes, leading to lost revenue and customer dissatisfaction. Delayed processing alone costs the industry nearly $18.9 billion annually.
For agencies, speed matters. The faster teams can turn data into decisions, the sooner they deliver value to clients and see measurable ROI. Pre-built dashboards put time to value at the center by transforming raw data into clear, accurate, and immediately actionable insights. Unlike spreadsheets, dashboards remove the burden of manual formatting and interpretation by presenting information that is already structured, cleaned, and visualized.
With pre-built dashboards, agencies can:
Informer gives insurance agencies comprehensive business intelligence and data enablement tailored to their needs. "With pre-built dashboards, such as the Book of Business, Informer empowers agencies to streamline workflows and minimize risk."
One of the standout advantages of Informer is its enablement of speedy decision-making. Teams can access real-time insights the moment data updates, resulting in faster and more informed choices. At the same time, with role-level access controls agencies can ensure that sensitive information is only visible to the right people. As business needs evolve, the platform’s flexibility allows for pre-built dashboards to be customized to align with changing goals and strategies. As Tyler Lyster, VP of Operations at Seubert & Associates, Inc. said:
“Making decisions is so much quicker with Informer. I can instantly see book sizes and make informed choices about personnel. With AMS360, gathering the same insights was clunky and time-consuming, but now, everything’s easier to digest and act on.”
Agencies that move beyond spreadsheets gain more than efficiency, they gain confidence. Real-time dashboards eliminate hesitation by delivering the answers leaders need, when they need them. Instead of reacting to yesterday’s numbers, agencies can anticipate challenges, act faster, and serve clients more effectively.
In today’s competitive environment, speed wins. And with Informer, agencies can move from data to insight instantly, without bottlenecks.