In insurance, time isn’t just money, it’s momentum. Every hour your team spends digging through spreadsheets or manually building reports is time taken away from what matters most: serving clients, managing renewals, and driving growth. The problem is, many agencies still rely on outdated tools like Excel to track performance, meaning insights arrive too late, if at all.
This delay doesn’t just slow decisions, it creates uncertainty. Without a clear, real-time picture of your agency’s performance, teams often misinterpret data, work from conflicting versions of reports, or miss opportunities that competitors are quick to seize. That’s why more insurance agencies are turning to pre-built dashboards inside Informer. Instead of raw spreadsheets, agencies get data that’s already structured, interpreted, and visualized, so the insights are clear the moment you go live. No waiting, no second-guessing, just clarity you can act on.
Here are the top three pre-built dashboards that consistently save insurance agency teams time every week, while helping them make faster, smarter, and more confident decisions.
Renewals aren’t just another metric, they are the true lifeblood of every insurance agency. In fact, existing clients account for a staggering 80% of overall agency revenue, while new clients make up just 20%. This highlights why retentions, and the tools you use to manage them, are your agency’s most valuable asset.
A Renewals & Retention Dashboard eliminates that guesswork. It highlights policies due for renewal, flags accounts with potential retention risks, and helps teams act before opportunities slip away. Managers can instantly see renewal rates across the agency, while producers get a prioritized list of accounts that need follow-up.
This isn’t just about saving time, it’s about protecting revenue. Instead of scrambling at the last minute or losing clients to competitors, agencies can take a proactive approach. The dashboard turns renewal management from a reactive chore into a streamlined, predictable process.
Growth doesn’t happen by accident; it’s driven by visibility and focus. The New Business Dashboard gives agencies a clear, consolidated view of their pipeline, including open opportunities, recent quotes, conversions, and new policies written.
Instead of sifting through spreadsheets or chasing producers for updates, leaders can instantly see where new opportunities stand and whether they’re progressing or stuck. Producers gain a real-time view of their own activity, track progress against targets, and understand exactly how many policies they need to write to reach specific revenue goals.
This dashboard also helps agents assess the strength of their pipeline, identify gaps, and focus their efforts where it matters most. The result is less time lost in status meetings, fewer surprises at month-end, and more momentum in moving prospects from lead to policyholder. With everything visualized in one place, your team spends less time tracking and more time selling.
Every leader knows the importance of understanding their Book of Business but building and maintaining that view through spreadsheets is an uphill battle. From policy counts and carrier mix to premium distribution and client segmentation, pulling it all together manually can take days.
With a Book of Business Dashboard, all of this information is available instantly. Leaders can track performance by carrier, line of business, or producer with just a few clicks. Instead of waiting for custom reports or working through endless rows of data, the entire agency can see trends in real time and make adjustments on the fly.
This dashboard simplifies strategic planning by providing clear answers to key questions. Are you relying too heavily on a single carrier? Are some product lines falling short? Where are the opportunities for growth? All the insights are readily available, no need for manual formatting or complex analysis.
“With Informer’s Book of Business dashboard, I can quickly pull up my client book and instantly see everything broken down by carrier, location, top clients, department, or office. It gives me the full picture without the hassle of digging through spreadsheets.” - Alyssa Gay, Data Analyst at Shepherd Insurance
The real value of pre-built insurance dashboards isn’t just in saving time, it’s in accelerating decisions and unlocking immediate impact. With Informer’s pre-built dashboards, your team works from a single source of truth, eliminating conflicting data, delays, and hours wasted trying to interpret spreadsheets.
Dashboards transform how agencies operate by offering:
Informer’s dashboards don’t just organize data, they empower your team to act on it, faster and with confidence.
Spreadsheets will always have their place, but they weren’t built for the pace of today’s insurance landscape. Clients expect tailored service and fast answers. Leadership needs real-time visibility. Teams need tools that don’t just show data but interpret it.
Informers, pre-built dashboards deliver exactly that, the answers you need, when you need them, already built and ready to use.