Insurance agencies aren’t just dealing with day-to-day challenges anymore; they’re navigating a fast-changing world driven by data and analytics. At Entrinsik, we believe data isn't just a resource sitting quietly in the background. It is your most powerful competitive edge. When used strategically, it gives you the answers you need, when you need them. No delays, just real-time insights.
This transformation isn't about simply upgrading tools, it's about rethinking how your agency collects, analyzes, and uses data across every part of your business. That’s where Informer, Entrinsik’s business intelligence platform, steps in.
Forward-thinking agencies are moving fast and reaping the rewards. Consider Haas & Wilkerson, a well-known insurance agency that improved its operations by using advanced analytics and automating key business processes. This transformation led to:
These outcomes aren’t simply the result of more effort; they’re the result of smarter data enablement. Casey Williamson, Executive at Haas and Wilkerson said, “The ability to organize our data and effortlessly build dashboards and reports is a game changer. It has taken us from idea to execution at speed. We can strike while the iron is hot, before projects get pushed aside or forgotten.” The same is possible for all agencies if they pair industry expertise with a flexible platform built for real-time intelligence.
Entrinsik partners with mid-market insurance agencies that are ready to move from incremental change to bold, data-led transformation. Based on what we’ve seen work in the field, here are five key ways agencies are using Informer to gain a strategic edge:
1. Building Scalable, Data-Driven Revenue Operations
Growth today isn’t just about winning new business, it’s about building scalable and repeatable processes. Agencies using Informer are automating reporting, client communications, and business processes, eliminating manual steps and freeing up valuable time. By integrating seamlessly with your AMS and other systems, agencies are getting a consolidated view of their Book of Business (BoB), driving speed of decision-making while reducing administrative overhead.
2. Expanding Specialty Coverage with Better Risk Insights
Expanding into complex insurance products requires insight, not guesswork. With Informer’s AI-assisted reporting and flexible dashboards, agencies can assess risk more accurately, model outcomes, and tailor policies to niche markets. This level of insurance risk analytics helps agencies access higher-margin opportunities confidently.
3. Using Data to Strengthen Retention and Client Relationships
Client retention is the foundation of sustainable growth for insurance agencies. Informer empowers agencies to understand client behavior in depth, accurately predict renewal likelihood, and personalize outreach effectively. By leveraging advanced analytics to identify coverage gaps and significant life events, agencies can uncover new cross-selling opportunities and deepen client relationships across multiple lines of business. This holistic approach not only maximizes client lifetime value but also builds stronger, more loyal customer portfolios through data-driven retention strategies.
4. Flexible, Tailored Reporting
No two agencies are exactly the same. Their workflows, data challenges, and reporting needs are unique. Informer gives agencies the flexibility to rapidly build and customize reports that fit their specific processes and priorities. This agility empowers your agency to get exactly the insights you need, right when you need them, without being limited by rigid templates or IT development bottlenecks.
5. Enabling Real-Time, Cross-Team Collaboration
Enabling real-time collaboration across sales, operations, and finance is critical. When teams work from shared dashboards and consistent data sources, it strengthens security and data compliance while breaking down silos. This unified approach helps agencies respond faster, coordinate more effectively, and maintain a clear, collective understanding of performance. This keeps everyone aligned and focused on shared goals.
Clients expect tailored service and quick answers, and agency teams need secure, accurate, and easily accessible data to deliver on those expectations. Informer by Entrinsik gives agencies security for sensitive data, flexibility to rapidly build more customized reports, and an interface built for real people, not just data analysts.
As one of our clients put it:
The ability to move quickly from concept to execution allows us to capitalize on emerging opportunities, because we have the right data at our fingertips.
We understand that every agency is unique. That’s why we take the time to learn each agency’s goals, workflows, and challenges, then craft a tailored solution that empowers the entire team. Whether you’re rethinking your financial reporting or diving into predictive analytics, we’ll help you move with confidence.