data security

Have you ever considered who has access to the data within your agency? For insurance agencies, the line between operational success and legal risk often hinges on one critical factor: data security. As agencies expand, so does the volume of commissions, policies, renewals, and financial data. With growth comes increased complexity. Agencies are forced to consider who is authorized to view specific reports? And what are the implications if sensitive information is inadvertently exposed? 

This is where row-level security becomes not just a feature, but a necessity. 

Why Data Control Matters More Than Ever in Insurance Agencies 

As teams grow and spread across departments and locations, keeping agency data secure becomes harder. Sometimes, all it takes is one unsecured spreadsheet or report to expose information that should’ve stayed confidential, and the stakes are high.  

A 2024 Data Security Report revealed that the average cost of a data breach in the financial and insurance sectors has hit a record-breaking $5.9 million. Surprisingly, it’s not just hackers causing problems, over 68% of breaches come from insiders with legitimate access but visibility they shouldn’t have. 

In a business built on trust and confidentiality, that kind of risk isn’t just costly; it’s unacceptable. 

What is Row-Level Security, and Why Does It Matter? 

Row-level security is a framework that ensures employees only see the data that’s relevant to their roles. It’s not just about restricting access; it is about providing clarity. 

Imagine your agency has hundreds of producers across different locations. Without row-level security, a producer in one branch could potentially view commissions, client details, or policy data from another branch. This not only compromises confidentiality but also creates confusion and slows down decision-making. 

With row-level security, the system automatically filters data based on the user’s role, region, or permissions. That means each person only sees what they need to see, nothing more, nothing less. 

Faster Decisions, Greater Confidence 

Data security and speed of decision-making go hand in hand. When everyone in your agency has access to the right data, they can act with confidence. When they have access to too much or too little, they hesitate, or worse, make misinformed choices. 

A report from McKinsey showed that data-driven companies implementing streamlined data security processes are able to make decisions in hours or days, instead of months. 

Informer’s approach to row-level security helps agencies find that balance. Managers get full visibility where needed, producers see the insights relevant to their books of business, and team leaders can monitor without micromanaging. The result is not just protection; it is precision. 

Informer’s Role in Making Row-Level Security Seamless for Insurance Agencies 

Informer builds row-level security directly into its reporting and dashboard experience, so agencies don’t need complex IT interventions or coding to stay secure. Each user is configured into easy groups that appropriately restrict their usage, displaying only the data they’re authorized to see. Quick and easy. 

For example, a producer logging in might view their personal commission summaries and retention rates, while an executive sees overall agency performance. An account manager, on the other hand, can access detailed claims processing metrics and resolution timelines across departments without seeing unrelated financial or sales data. 

This smart separation ensures that everyone has access to the answers they need, when they need them, securely and efficiently. 

Row-Level Security: Powering Trust and Performance 

Informer’s built-in row-level security is more than an IT safeguard; it’s an enabler of trust and performance. It ensures that every department, every user, and every process operates with confidence and clarity. By building secure access into the very fabric of reporting, Informer helps agencies: 

• Protect sensitive client and policy data without adding complexity 
• Enable producers, managers, and executives to make faster, data-driven decisions 
• Reduce governance risk with built-in security-friendly controls 
• Strengthen customer trust through proactive data protection 

The result is a workplace where insight flows freely, but responsibly. No bottlenecks, no overexposure, just clean, actionable intelligence delivered securely to those who need it most. 

Clarity Without Compromise 

At the heart of Informer’s mission is the belief that control shouldn’t come at the cost of speed. By integrating row-level security into every aspect of reporting, agencies can enjoy the best of both worlds, uncompromised visibility with instant access to the right data. 

The ability to manage who sees what, combined with real-time data access, empowers insurance teams to make decisions with speed and confidence. It’s the kind of clarity that moves business forward. 

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

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. 

For many insurance agencies today, protecting sensitive information is essential. Agencies are sharing more data across teams, platforms, and workflows than ever before, and without the right controls in place, even standard reporting processes can expose agencies to unnecessary risk. 

Row-level security changes this entirely. Rather than giving broad access to datasets, row-level security ensures every user only sees the specific records that belong to them, nothing more. It is one of the most effective ways for agencies to maintain confidentiality while enabling teams to move quickly and make confident decisions. 

Why Row-Level Security Matters for Insurance Agencies 

Insurance agencies rely on large volumes of client information, policy data, financials, and renewal activity, all of which must be handled with precision and care. A single reporting error or accidental exposure can lead to major consequences. Research shows that 60% of data breaches are cause by human error, such as misconfigured access controls or mishandling data. 

For agencies balancing producers, account managers, operations teams, and leadership, this is a real concern. Without strong access controls, users can easily view accounts they do not own, client details they should not see, or financial information outside their role. Row-level security eliminates this risk at the source. Producers see only their book of business. Account managers see only their assigned clients. Leadership can still see a complete view while maintaining strict, role-based security. 

This keeps data secure while enabling the speed of decision-making agencies need to stay competitive. 

Transforming Reporting with Precision Access 

The power of row-level security isn’t only about compliance; it’s about making reporting more relevant and actionable. When every producer logs in and sees only the data that matters to them, reporting becomes clearer and far more efficient. 

Instead of digging through massive spreadsheets or navigating complicated dashboards, each user gets a workspace automatically tailored to their role. This level of personalization enhances productivity and reduces the overwhelm that often comes with large datasets. 

Row-level security also helps remove reporting bottlenecks. Teams no longer have to wait for filtered reports or custom pulls from analysts because the system applies those filters instantly. That means faster insights, fewer delays, and a more accurate view of agency performance. 

Overcoming Information Overload Paralysis 

When people are overwhelmed with information, they experience what’s often called “analysis paralysis”; the more data they’re exposed to, the harder it becomes to make confident, timely decisions.  

Agencies and producers face this same risk every day. With exposure to large amounts of data, it becomes difficult to know what’s relevant, what’s accurate, and where to even begin. Instead of empowering faster action, the volume of information can actually slow decision-making, leaving teams hesitant and unsure of the decisions they make.  

Row-level security helps to break through that clutter by ensuring each individual only sees the information that applies directly to their book, their tasks, and their responsibilities. This keeps their focus on the information that matters most, supporting clearer priorities, faster responses, and more confident decisions. 

The Cultural Impact of Smarter Access 

When users feel confident that the data they are viewing is accurate, secure, and relevant to their work, adoption increases. Producers take more ownership of their numbers. Managers gain a clearer understanding of team activity. Leaders get a more dependable view of the business. 

Informer supports row-level security in such a way that it builds a culture where data is no longer something you search for, request, or question. It becomes something agencies and producers trust. 

Agencies that adopt Informer’s row-level security features often see: 

• Higher user adoption of reporting tools 
• Fewer data access errors 
• Increased accountability across roles 
• Faster action on renewals, new business, and at-risk accounts 

Because every user gets exactly what they need, they spend less time validating data and more time using it to drive real results. 

Your Path to Secure, Intelligent Reporting 

Row-level security isn’t just a security enhancement; it’s a core element of modern data strategy. It connects directly to visibility, trust, productivity, and operational consistency. When combined with Informer’s strong reporting capabilities, it ensures everyone across the agency sees the right information at the right time, without sacrificing security. 

It is a critical step toward a smarter, more confident, insight-driven future. 

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