Your data is trapped in your AMS. Free it.
Informer connects directly to AMS360, Applied Epic, and Sagitta — giving you carrier reports, commission visibility, and operational dashboards without the export-and-pray workflow.
Trusted by agencies nationwide
The Problem
Insurance agencies have data. But not answers.
Your AMS holds everything — policies, commissions, claims, renewals. But getting that data out in the right shape, at the right time, is a full-time job nobody signed up for.
Carrier reporting takes days
Manual exports, reformatting, and reconciliation for every carrier, every quarter. One mistake and the numbers don't lie.
Commission leakage
No clear picture of what's owed vs. what's paid. Discrepancies hide in spreadsheets until year-end.
Claims blind spots
Loss ratios, open claims, and renewal risks aren't visible until it's too late to act.
Data locked in silos
AMS, accounting, carrier portals, and HR — all disconnected. A full picture means logging into five systems.
The Solution
One platform for the whole agency.
Informer isn't just a reporting tool. It's a complete data platform — connecting your AMS, accounting system, and carrier data, then letting you build exactly the reports and apps your agency needs.
Read the full story"The ability to run year-over-year comparisons, perform trend analysis, and make instant data corrections has turned reporting into a fast, informed decision-making process rather than a time-consuming chore."
Purpose-Built
Built specifically for insurance agencies
Informer is not a generic BI platform. It's designed around how insurance agencies actually operate.
Reporting & Analytics
The reports your agency actually needs — delivered to the people who need them
Carrier reporting, commission tracking, and operational dashboards — pre-built, customizable, and accessible to producers, managers, and executives with role-based security.
Carrier-Ready Reports
Build carrier reports formatted to spec, then schedule them to run automatically. No more export-format-email cycles.
- Formatted to each carrier's specifications
- Scheduled quarterly delivery
Commission Tracking
Match expected vs. received commissions across every carrier and line. Flag discrepancies before they become write-offs.
- Expected vs. received by carrier and policy
- Auto-flags discrepancies instantly
Self-Service for Every Role
Producers, managers, and executives get secure access to exactly what they need — no IT tickets, no emailed spreadsheets.
- Real-time producer scorecards
- Role-based access and data governance
Row-level security built for agencies
Every producer sees only their own book. Every branch sees only their data. Informer's row-level security ensures the right people see the right data — automatically, without building separate reports for each user.
AI-Powered
Describe what you need. AI builds it.
Magic Reports & Informer Apps and Informer GO bring AI directly to your agency data — build dashboards in minutes, get answers in seconds.
Magic Reports & Informer Apps
Build executive dashboards, carrier reports, and operational apps on top of live AMS data. Describe what you need in plain English — AI generates it. No developers, no waiting.
Informer GO
Ask questions about your book of business in plain English. Informer GO delivers answers on desktop, mobile, or through AI chat — so every producer and CSR gets what they need, instantly.
Click any card to explore it live
Integrations
Connects to the systems you already run
Direct connections to your AMS, accounting, CRM, and more — no middleware, no flat files.
Plus ODBC, REST APIs, SQL Server, Oracle, and 100+ other data sources.
Stories & Insights
From the agency trenches
From Frustration to Flow: Agency Reporting Overhaul at Haas & Wilkerson
The Challenge: Reporting That Slowed More Than It Helped Haas & Wilkerson, a respected insurance agency, had grown increasingly frustrated with the limits of their existing reporting capabilities. While it provided some value, the lack of flexibility, slow turnaround times, and reliance on static reports created daily bottlenecks. Leaders and producers often waited weeks for [...]
Shepherd Insurance: Better Strategic Planning Through Reporting with Informer
Overview Shepherd Insurance has delivered tailored risk management solutions for over 45 years. As one of the largest independent insurance agencies in the United States, Shepherd offers access to more than 200 insurance carriers, enabling the creation of customized coverage for both personal and commercial needs. The agency provides a wide range of insurance products [...]
How North Risk Partners Transformed Reporting and Decision-Making with Informer
See how North Risk Partners cut reporting time, gained real-time visibility, and empowered teams with Informer’s secure, dynamic platform.
Northwest Title Utilizes Informer for Customer Success
Pain Points Lack of User-Friendly Solution to Track Performance Time-Consuming Reporting Methods with No Accountability No Trained, Dedicated Business Intelligence Employee Results Managers More Willing to Make Data-Driven Decisions Objectives Organized More Easily Increase in Number of Outstanding Customer Reviews Northwest Title tracks its performance and follows through on objectives with the assistance of Informer. [...]
Texas Title Gains Financial Transparency with Informer
Pain Points Difficult to Determine Financial State of Business Activity No Visibility into Performance of Individual Offices Interface Required Advanced Technical Knowledge Results Business Activities and Performance Easily Trackable Time Savings in Terms of Closings and Revenue Real-Time Data Used for Revenue Tracking Gain Greater Data Visibility Texas Title has gained a clearer [...]
From Messy to Meaningful: Data Hygiene for Insurance Agencies
Many insurance leaders trust their dashboards, renewal reports, and performance metrics to guide important decisions. But behind the scenes, a small data inconsistency can quietly distort the entire picture. One of the most common examples agencies face today is the misclassification of expired policies as canceled policies inside AMS environments like AMS360. At first glance, [...]
From Frustration to Flow: Agency Reporting Overhaul at Haas & Wilkerson
The Challenge: Reporting That Slowed More Than It Helped Haas & Wilkerson, a respected insurance agency, had grown increasingly frustrated with the limits of their existing reporting capabilities. While it provided some value, the lack of flexibility, slow turnaround times, and reliance on static reports created daily bottlenecks. Leaders and producers often waited weeks for [...]
Don’t Let Bad Data Break Good Reporting: The Hidden AMS360 Challenge
At first glance, most insurance agencies feel confident in their reporting environment. The dashboards look polished. The reports run on schedule. The numbers appear complete. But beneath the surface, many leadership teams quietly question whether they’re seeing the full picture. They notice small inconsistencies. A report that doesn’t quite match last month’s totals. A number that requires manual validation. A [...]
Stop exporting.
Start deciding.
Connect your AMS. Build the reports carriers actually want. See your commissions, claims, and growth — in real time.