What if building a complex insurance report took minutes instead of hours?
For many insurance agencies, reporting is still a manual process. Account managers build dashboards from scratch, producers wait for custom reports, and agency owners often rely on spreadsheets assembled the night before a carrier meeting. Commission tracking, claims dashboards, and carrier performance reports can take days to pull together.
Despite advances in analytics tools, report creation still consumes a surprising amount of time. According to research from IDC, data professionals spend up to 40% of their time preparing and assembling data rather than analyzing it. That means valuable expertise is often spent building reports instead of interpreting insights.
But a new generation of AI-powered reporting tools is changing that equation. With Informer’s Magic Reports, agencies can move from manual report creation to automated intelligence, transforming how dashboards, proposals, and presentations are built.
Magic Reports: The End of Manual Report Building
Magic Reports is one of the most exciting innovations inside Informer, and it’s fundamentally changing how insurance agencies interact with their data.
Instead of spending hours designing reports, users simply describe what they want to see and Magic Reports then builds it automatically. Think of it as moving from report building to report prompting.
Imagine connecting to your AMS360 dataset and typing:
- Create a dashboard showing expiring policies in 30/60/90 days with the total premium and commission value. Prioritize which policies we need to focus on getting renewals.
- Create a full financial report for the month including P&L, Balance Sheet, Cash Flow Statement, Statement of Equity and Budget Vs. Actual performance
- Create a dashboard on our carriers by line of business, premium, commissions and loss ratios year on year for the last 5 years
What once required hours of formatting, data extraction, and design can now happen in minutes. Because Magic Reports runs on your governed Informer data, every chart and narrative is grounded in numbers you already trust. In insurance, where carrier compliance and data governance obligations grow every year, that trusted-data foundation is what makes AI output something you can act on.
And the possibilities go far beyond proposals.
Magic Reports can generate commission dashboards, Book of Business reports, client retention views, operational summaries, or executive presentations, all driven by the data your agency already collects.
From Screenshot to Fully Built Report
One of the most powerful aspects of Magic Reports is how intuitive the process becomes.
Agency producers, analysts, and decision-makers can simply upload a screenshot of a report or dashboard they like and ask Magic Reports to recreate it using their own data.
For example, a user might say:
“Here is a screenshot of the report layout I want. Use this dataset from my Book of Business report and build me a similar report using my data”
Magic Reports analyzes the layout, retrieves the appropriate data from your AMS, or an Excel file of raw data and recreates a similar stylized report automatically. It handles the complex work of data mapping, layout creation, and dataset integration.
In minutes, you have a polished, structured report ready to present to leadership.
Reporting in the Palm of Your Hand
Modern agencies also need flexibility in how they access and share insights.
Informer GO is your command center that works across desktop, phone, and tablet, so you can build, edit, and view your Magic Reports from your mobile device just as you would at your desk. Agency leaders can review dashboards, adjust reports, or share insights while traveling, meeting clients, or preparing for executive discussions.
Informer GO also lets you generate secure, shareable links, making it easy to distribute insights across your teams.
The Future of Insurance Reporting
The future of insurance reporting isn’t about building more dashboards. It’s about eliminating the effort required to create them.
Magic Reports represents a shift from manual report construction to intelligent report generation. Producers get the insights they need faster. Account managers focus on at-risk accounts instead of assembling reports. Agency owners gain immediate clarity into commissions, retention, and carrier performance across the business
This is what modern business intelligence should look like: flexible, secure, grounded in your trusted data ,and designed to deliver the answers you need, when you need them.
With Magic Reports and Informer GO, agencies aren’t just improving reporting.
They’re transforming how insight is created.
Ready to move faster, see further, and work smarter? Let’s talk.
