In the insurance industry, data isn’t just background noise, it’s the engine that drives everything from renewals and commissions to claims management and client relationships. But the reality is, too many agencies are still stuck wrestling with Excel spreadsheets to make sense of their data. 

Spreadsheets were once the backbone of agency reporting, but in today’s fast-changing environment, they’ve become more of a roadblock than a resource. Manual updates, errors, and inconsistent views slow down decision-making. That’s why a growing number of insurance agencies are moving beyond spreadsheets and embracing platforms like Informer. With Informer, agencies don’t just collect data, they can build dashboards that let them see the answers they need, when they need them—already cleaned, interpreted, and visualized. 

The Problem with Spreadsheet-Driven Reporting 

Insurance agencies that still rely on Excel for data management may think it’s helping, but in reality, it creates more challenges than solutions. Manual data entry and formatting can delay reporting for days, leaving insights outdated before spreadsheets are even shared. Even worse, a single wrong formula can compromise compliance, financial accuracy, or performance reporting. Different teams often end up working from conflicting versions of the same report, making it difficult to align on key decisions. With endless rows and columns to sift through, interpreting the data becomes a slow, frustrating process that keeps agencies from acting quickly. 90% of organizations are still relying on outdated spreadsheets for managing vital business data, despite the inefficiencies and risks they introduce 

Why Pre-Built Dashboards Change the Game 

Pre-built dashboards represent a step-change in how agencies work with data. With the heavy lifting done upfront, agencies get instant clarity, from time of implementation, so their teams can focus on what really matters. This leads to making faster, smarter decisions for their clients. What’s more, dashboards allow agencies to: 

• See insights instantly – Complex data becomes easier to interpret, helping teams quickly understand renewal risks, commissions, client retention rates, or claims trends. 

• Build trust in reporting – Everyone works from the same dashboards, eliminating conflicting versions of “the truth.” 

• Focus on action, not analysis – Staff no longer waste hours formatting spreadsheets; they can act on insights right away. 

• Reduce Time to Value – Start seeing results from implementing the solution quicker, deliver immediate ROI 

Informer: Dashboards Designed for Insurance Agencies 

This is where Informer  comes in. From the moment it's implemented, agencies get access to a set of ready-made reports that allow them to extract insights from their data right away. Informer recognizes that no two agencies are alike, each has its own unique workflows and data processes. That’s why it gives agencies the flexibility to customize pre-built dashboards to match their specific needs, making it easier to turn data into action. 

Some of the pre-built dashboards agencies can tailor to their needs include: 

• Book of Business Dashboard
  Provides a consolidated view of policies, clients, and revenue across the agency. With this dashboard, agency teams can quickly identify growth opportunities, spot concentration risks, and ensure they have a clear understanding of the agency’s overall performance. 

• Renewals Dashboard
  Tracks upcoming policy expirations, renewal rates, and at-risk accounts. This helps agency teams take proactive steps to retain business before it’s lost. 

• Commissions Dashboard
  Makes it easy to monitor earnings, forecast revenue, and resolve discrepancies, without relying on outdated spreadsheets or manual calculations. 

• New Business Dashboard
  Gives managers and producers a clear view of leads, prospects, and open opportunities. This ensuring momentum is maintained and deals keep moving forward. 

• Claims Activity Dashboard
  Offers real-time insights into claim volumes, resolution times, and outstanding cases, allowing teams to monitor performance and respond quickly. 

• Financial Reporting Dashboard
  Brings together revenue, expenses, and profitability trends. This provides the information needed to guide long-term strategy without waiting for manual reports. 

The Bottom Line: From Data to Insight, Instantly 

Insurance agencies no longer have the luxury of waiting for manual reports. Clients expect responsiveness, leaders demand clarity, and agencies need to move faster to outperform competitors. 

Pre-built dashboards from Informer deliver instant clarity and confidence, transforming raw data into actionable insights. By replacing inefficient, spreadsheet-driven reporting with secure, real-time visibility, agencies can make informed decisions faster without the delays, errors, or manual effort. It’s a more agile way to manage data and drive results. 

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