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 that connects your AMS, accounting system, and carrier data, then lets 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, and 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
Overview Northwest Title are industry leaders with experience in complex real estate transactions of all types including residential, commercial, and land development. Northwest Title emphasizes precision and top-notch customer service, and in 2021 the company was named as one of Central Ohio’s Best Places to Work. Jonathan Holfinger, President of Northwest Title, is a licensed [...]
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 Hindsight to Insight: How AI Helps Insurance Agencies Act Faster
What if Your Agency Knew About Tomorrow’s Challenges and Opportunities Today? The reality? You’re closer than you think. Think about what decisions you would make differently if your agency could spot patterns earlier. Before clients start shopping around. Before revenue gaps widen. Before producer performance declines. Most agency leaders would act immediately. The challenge isn’t a lack of data. Insurance [...]
Leveraging AI to Gather Instant Insights with Informer GO
Agencies move quickly, and decisions often hinge on information you need right now. The pressure to analyze data faster, make smarter decisions, and deliver exceptional client service keeps rising. Yet, many still wrestle with outdated reporting methods that eat up valuable time and create blind spots in performance. That’s where Informer GO comes in. Building on all the foundational power of Informer, Informer GO adds an [...]
Recorded Webinar: AI on Dirty Data is a Confident Wrong Answer: An AMS360 Field Guide
Watch now on-demand! Every agency is being pitched AI right now. Few are being told the truth: pointing AI at raw AMS360 data produces fast, confident, wrong answers. In 30 minutes, FluentLogic and Entrinsik walk through the right sequence. DataCleanse fixes the duplicate clients, broken producer codes, missing NAICS, and carrier-name drift that quietly break [...]
Stop exporting.
Start deciding.
Connect your AMS. Build the reports carriers actually want. See your commissions, claims, and growth in real time.