What if your agency could build every report you need, exactly when you need it, without waiting on analysts, exporting data to spreadsheets, or wrestling with rigid system limitations? 

This isn’t a far-off vision. It’s how AI is reshaping insurance reporting today. 

Insurance agencies have always relied on reporting to guide decisions. But traditional reporting structures weren’t built for the speed, change, or complexity of today’s insurance industry.  

Rigid systems simply can’t keep up, and that’s where Informer’s AI-driven reporting changes everything. 

Why AI-Powered Flexible Reporting Matters More Than Ever 

Modern insurance operations are driven by one thing: speed of decision-making. But speed is impossible when teams are stuck exporting files, cleaning spreadsheets, or chasing the “latest version” of a report stored in someone’s inbox. AI flips this model on its head. 

Instead of building static reports that quickly become outdated, Informer’s AI capabilities enable agencies to build dynamic, flexible reporting that adapts to evolving operations. No more waiting, no more bottlenecks, just the answers you need, when you need them. 

Flexibility doesn’t just save time; it drives better decisions, stronger retention, and more confident growth planning. 

From Static to Adaptive: AI Makes Reporting Work the Way Agencies Do 

Traditional reports are built around what agencies think they might need. AI-driven reporting is built around what agencies really need at the moment. 

Here’s how Informer’s AI capabilities transform reporting into an adaptive, on-demand experience: 

1.) Build Custom Reports in Minutes - Not Weeks 

Whether agencies need to: 

• Compare producer performance by premium, commission, or retention? 
• Analyze carrier profitability for a specific quarter? 
• Explore cross-selling opportunities based on renewal patterns? 

Informer lets teams generate these insights instantly with plain-language prompts - no SQL, no spreadsheets, no multi-step data pulls. 

This flexibility means agencies can build, modify, and refine reporting on the fly as needs change. 

 2.) Turn Unstructured Data into Ready-to-Use Insights 

Agencies deal with endless PDFs, carrier statements, emailed reports, and legacy documents that don’t fit neatly into an AMS. 

Informer uses AI to extract, restructure, and organize this information into clean, analyzable tables. What once required hours of manual work becomes a seamless process completed in seconds. 

This creates a single, consolidated view of agency data where structured and unstructured data work together instead of living in separate silos. 

 3.) Build Visuals Instantly for Faster Insight 

AI doesn’t just answer questions, it can present insights visually through charts, tables, and dashboards through simple prompts such as: 

“Show me my top performing accounts this quarter.”
“Highlight year-over-year revenue trends.”
“Show clients at churn risk in the next 60 days.” 

Informer returns visuals that make performance patterns unmistakably clear. 

This flexibility makes reporting more accessible for every role, reducing ambiguity and strengthening alignment across the agency. 

Flexible Reporting Designed for Every Agency Role 

AI-driven flexibility isn’t just a convenience; it creates clarity across the entire organization. 

Producers Gain Real-Time Visibility
They can quickly see where they're winning, where relationships need attention, and what opportunities exist for cross-selling and upselling. Flexible reporting means they aren’t waiting on monthly dashboards; they have live, on-demand visibility. 

Account Managers Gain Control and Efficiency
When AI handles repetitive tasks like consolidating data or identifying service risks, account managers spend less time digging through reports and more time strengthening client relationships. Flexible insights help them track renewals, service loads, and key account health indicators instantly. 

Leadership Gains Strategic Foresight
AI helps leaders move from static reporting to predictive visibility. They can explore departmental performance, carrier trends, revenue projections, and operational inefficiencies with clarity and speed, supporting smarter planning for the year ahead. 

This is how Informer is helping agencies shift from reactive decision-making to proactive, data-driven leadership. 

Why Flexible Reporting Is the Future of Agency Intelligence 

As markets evolve, flexible reporting ensures agencies can adapt instantly, without reinventing processes or relying on manual work that slows them down. 

This is the next step in agency intelligence, reporting that works for agencies, not the other way around. 

Don’t Wait for the Future of Reporting, Build It

AI-powered, flexible reporting empowers every team member to build what they need, explore deeper insights, and make better decisions, without waiting on anyone else. 

The agencies that thrive in 2026 and beyond will be the ones who eliminate the friction of manual reporting and embrace flexible, intelligent, AI-driven insight. 

Ready to move faster, see further, and work smarter? Let’s talk.