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Why Row-Level Security Matters for Insurance Agencies

Scott Allen Jan 08, 2026
Why Row-Level Security Matters for Insurance Agencies

Why Row-Level Security Matters for Insurance Agencies

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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. 

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Build What You Need: Flexible Reporting with AI

Scott Allen Jan 06, 2026
Build What You Need: Flexible Reporting with AI

Build What You Need: Flexible Reporting with AI

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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. 

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Secure Access with Informer’s Row-Level Security

Scott Allen Dec 29, 2025
Secure Access with Informer’s Row-Level Security

Secure Access with Informer’s Row-Level Security

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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. 

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Shepherd Insurance: Better Strategic Planning Through Reporting with Informer

Lindsay Moran Dec 23, 2025
Shepherd Insurance: Better Strategic Planning Through Reporting with Informer

Shepherd Insurance: Better Strategic Planning Through Reporting with Informer

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Pain Points

  • Reports scattered across systems with no single source of truth 
  • Leadership received outdated numbers by the time reports were delivered 
  • Limited flexibility to customize or update reports in real time 
  • Manual report creation and distribution consumed valuable analyst time 

Results

  • Real-time, on-demand reporting with instant updates
  • Automated report delivery replaced manual distribution
  • Faster access to insights improved decision speed and confidence
  • Interactive views enabled instant analysis by carrier, office, and client

Informer is not just a reporting tool, it’s the foundation for better strategic planning.

Alysa Gay

Data Analyst

From Outdated Reports to On-Demand Insight

Discover how Shepherd Insurance streamlined reporting, improved productivity, and gave every team faster access to trusted data with Informer.

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Building Statewide Intelligence: How Informer Supports Multi-Tenancy and System-Level Collaboration

Andrew Morovati Dec 19, 2025
Building Statewide Intelligence: How Informer Supports Multi-Tenancy and System-Level Collaboration

Building Statewide Intelligence: How Informer Supports Multi-Tenancy and System-Level Collaboration

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Higher education is shifting toward shared technology infrastructures that drive consistency, security, and efficiency across multiple institutions. Statewide systems and consortium models are becoming more common, with system offices looking for a governed platform capable of serving many colleges while preserving each institution’s autonomy. As these models expand, the need for centralized data governance, flexible access controls, and cost-effective scalability continues to grow. 

At Entrinsik, we’ve spent the last several years working closely with system leaders, including the North Carolina Community College System Office, to address these needs directly. Informer is designed from the ground up to support complex environments where multiple institutions, roles, and data domains coexist within a single deployment. Multi-tenancy isn’t an added component for us—it’s an architectural approach that ensures each institution can operate independently while benefiting from shared infrastructure and system-wide innovation. 

Why Multi-Tenancy Matters for Statewide Systems 

Statewide organizations face a distinct set of challenges: 

  • Different institutions, shared standards. Each college has unique reporting needs, data structures, and workflows, but the system office requires cohesive oversight, consistent definitions, and reliable auditability. 
  • Growing demand for AI and real-time insights. Colleges want to leverage advanced analytics, AI-driven automation, and self-service reporting capabilities while maintaining strict data security and privacy boundaries. 
  • Rising expectations for performance and security. Systems need SOC 2-aligned protections, consistent row-level security, and a deployment model that prevents data leakage across institutions. 


Multi-tenancy directly addresses these operational realities. Informer allows system-level IT teams to manage a single, scalable platform while ensuring every college can work within its own governed workspace, with its own Datasources, Datasets, Reports, Templates, Dashboards, and Jobs. 

How Informer Supports Multi-Tenant Deployments 

  1. Clear Data Boundaries with Independent Workspaces 

Each institution operates within a dedicated tenant that isolates their Datasource connections, Fields, Reports, Ad hoc Queries, and AI Assistants. This separation ensures colleges maintain control over their own data, schedules, and governance policies while benefiting from shared system-level support. 

  1. Centralized Oversight for the System Office

System administrators can establish shared Data Governance standards, Security models, and access controls that apply consistently across all colleges. This includes row-based filtering in datasets and the ability to restrict visibility of specific data elements (such as columns) based on user roles and metadata. This creates a unified framework that still honors institutional independence. 

  1. Shared Assets Without Compromising Autonomy

Statewide systems can publish highly customizable reporting options that individual colleges may adopt or extend. This reduces duplicated effort and accelerates time to value across the network. 

  1. Scalable AI Across Institutions

With Informer AI Assistants across all Workspaces can access governed Data Views, Web Queries, API calls and Google Drive content, while always respecting each institution’s permissions. System offices can introduce AI innovation once and make it available everywhere. 

  1. Cost-Effective Deployment and Maintenance

A single Informer Cloud environment supports multiple institutions, lowering total cost of ownership while improving consistency. Updates, Security patches, and new features are rolled out centrally, which helps statewide teams stay current without burdensome upgrades at each location. 


A System Approach That Works in Practice 

Our work with statewide organizations continues to validate this model. By providing a unified Informer environment with strong access controls, colleges can collaborate more effectively, share reporting logic, and adopt best practices developed by the system office. 

At the same time, each institution maintains control of its own data, Users, Roles, and governance policies. This balance—shared innovation with independent control—is what makes Informer uniquely suited for statewide ecosystems. 

 Preparing for the Next Phase of System-Level Intelligence 

Statewide systems are expanding their use of AI, mobile access, and cloud-based integrations. With the addition of Informer GO, AI Assistants, and deeper integration with external content systems, institutions will see even greater gains in efficiency and student support. 

We’re committed to strengthening this foundation and continuing to evolve Informer so that system offices and their institutions have the tools they need to operate with clarity, speed, and confidence. 

For statewide systems looking to modernize how they manage data, reporting, and AI across many institutions, Informer provides an architecture designed for today’s realities and tomorrow’s scale. 

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2025 in Review: What We Built, What We Learned, and What’s Ahead

Brad Leupen Dec 16, 2025
2025 in Review: What We Built, What We Learned, and What’s Ahead

2025 in Review: What We Built, What We Learned, and What’s Ahead

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2025 has been a defining year for Entrinsik—one of growth, innovation, and, for me personally, reflection. 

Before I get into the product releases and customer wins, I want to acknowledge something that shaped this year in ways that go beyond business metrics. We lost my father, Doug Leupen, Entrinsik's founder. For those who knew him, you know he built this company on relationships and on doing right by people. He believed that if you took care of your customers and your team, the rest would follow. That philosophy is central to how we operate. It's why customers who started with us over twenty years ago are still here. As we move into 2026, I'm more committed than ever to honoring that foundation while pushing us forward.

With that context, let me share what made 2025 such a strong year. 

Building the Future of Enterprise BI and AI 

Informer 

Informer continues to mature as the enterprise BI and AI platform that institutions and organizations depend on for governed reporting, analytics, and insight they can actually trust. We shipped two major releases this year: 

Informer 2025.1 introduced AI licensing for all users with flexible, usage-based pricing—putting AI capabilities in more hands without the procurement headache. We launched Magic Visual, which lets users describe what they want to see in plain language and get a chart back instantly. We expanded our Libraries integrations to include OneDrive, Box, and GitHub. Informer Copilot got smarter at generating SQL and JavaScript. And we added AI Help so users can just ask questions instead of digging through documentation. 

Informer 2025.2 brought a modernized server architecture built on Node.js, Hapi, and Highcharts—resulting in noticeably better performance and scalability. We added Google Drive to Libraries, introduced Job Action uploads to Google Drive and OneDrive, and delivered Template Input Presets that give administrators more control over self-service reporting. 

Beyond product, we hit some milestones worth noting. We achieved Ellucian SaaS Verified status for both Informer and Enrole—validation that our cloud-to-cloud connectivity with Colleague, Banner, and Insights works the way institutions need it to. We were named a finalist for the NC Tech Awards in the AI, ML + Data Innovation category. And we promoted Madhavi Chandra to Chief Product &Strategy Officer, expanding her leadership across product vision and strategic initiatives for both platforms. 

Enrole: A Strong Year of Growth

Enrole continued to establish itself as the purpose-built solution for Continuing Education and Workforce Development—particularly important as institutions prepare for Workforce Pell changes coming in 2026. 

Enrole 8.4 delivered to our first cohort in November, was one of our most substantial releases in years: enhanced UDF management, multi-factor authentication for Enrole Home, conditional logic for registration workflows, Colleague Connector improvements, and over 120 bug fixes and enhancements. This release reflects months of close collaboration between our product, engineering, and customer success teams. 

AI That Actually Works in the Real World 

2025 was the year AI moved from "interesting experiment" to "how do we actually use this?" For our customers, that meant governed AI—AI that respects security and compliance, fits into real workflows, and stays grounded in a solid BI foundation. 

We expanded Informer AI Assistants across students, instructors, administrative teams, and insurance and title operations. We built role-based assistants that support natural language workflows for everything from policy analytics to campus operations. California Lutheran University launched "Ask Gumby," demonstrating what a modern AI strategy looks like when it's backed by data and aligned with governance and institutional outcomes from the start.  This work was awarded the Tambellini Future Campus Award for Learning Outcomes and Experience, recognizing the solution as a model for Higher Education.   

Customer Success Stories 

Some of the strongest customer stories in our history came out of this year: 

  • Wake Tech transformed their Continuing Education program—fee-waived registration, compliance, and reporting at scale with Enrole. 
  • California Lutheran University improved student access and reduced administrative friction with Ask Gumby. 
  • Tulsa Tech demonstrated the strategic value of running Informer and Enrole together. 
  • Seubert & Associates accelerated decision-making with faster, clearer visibility into their AMS360 data. 


Across higher ed, insurance, and title, the pattern was consistent: governed data plus modern reporting plus thoughtful AI equals measurable improvements in outcomes. 

Events, Community, and Partnerships 

We had one of our strongest years of industry presence—EDUCAUSE, Ellucian Live, NC IIPS, Accelerate, Convergence, NS3, Spark, RQUG—the calendar was full. More importantly, these weren't just booth appearances. They were real conversations that shaped our roadmap and deepened relationships. 

Entrinsicon 2025 returned to Raleigh, and it reminded us why we do this. There's something about getting our users, partners, and team in the same room that no webinar can replicate. Planning for the next one is already underway. 

Partnerships strengthened across the board: Ellucian (SaaS Verified status and ongoing cloud data strategy collaboration), Vertafore (expanded analytics across AMS360 and Sagitta), Softdocs (aligned on campus operations modernization), and Ferrilli (our new Enrole Onboarding Partner who will help us scale our implementations). 

Our Givebacks initiative replaced conference swag with something that matters. Instead of handing out tchotchkes, we donated meals through Feeding America—50 meals per badge scan or business card, 100 meals per scheduled meeting. By year end, we'd contributed approximately 28,500 meals to families facing food insecurity. 

Our team also volunteered together at the Food Bank of Central & Eastern North Carolina—executives, developers, sales, marketing, customer success—everyone. We ran a Toys for Tots drive during the holidays. These aren't PR initiatives. They reflect who we are and what my father built into this company's DNA. 

What 2025 Taught Us 

A few things became clearer this year: 

Enterprise BI is the foundation for trustworthy AI. Customers don't want AI that hallucinates or operates outside their governance model. They want AI that enhances decision-making while respecting security and compliance. 

People expect simpler ways to work with data. Magic Visual, expanded Libraries, the modernized architecture—all of it points toward intuitive workflows overtechnical complexity. 

Informer GO will change how users engage with information. The demand for instant, governed insight across every role is unmistakable. 

Workforce Pell is coming, and institutions are preparing now. Enrole's purpose-built platform is essential for CE and Workforce Development programs positioning for 2026. 

Partnerships matter more as ecosystems move to the cloud. Integrated workflows and cloud platforms make strong partnerships a multiplier for customer success. 

Giving back strengthens culture. Our collective efforts this year reinforced that purpose and profit aren't mutually exclusive. 

What's Ahead for 2026 

Our priorities for the year ahead: 

  • Advance Informer as a leading enterprise BI and AI platform, with Informer GO shaping the next generation of governed, on-demand insight 
  • Support institutions preparing for Workforce Pell and expanding CE and Workforce Development programs 
  • Strengthen our presence across higher education, agency insurance, and title with industry-focused solutions 
  • Deepen partnerships that support critical areas of our customers' ecosystems 
  • Reduce complexity, strengthen governance, and make it easier for users to take action with confidence 


Informer GO: The Big One 

Informer GO will be one of the most significant releases in Entrinsik's history. 

This isn't just a mobile app. It's a companion experience designed for every role across every vertical we serve—executives, analysts, instructors, students, insurance producers, account managers, title officers, CE administrators, operations staff. It delivers instant, natural language answers to questions that used to require building a report or dashboard. It works on mobile, desktop, or embedded in the systems people already use. It connects structured data,  unstructured documents, and partner system content. And it maintains the securityand governance that Informer is known for. 

Informer GO brings intelligence to users instead of making users go find it. That's a fundamental shift in how our customers will work with data in 2026 and beyond. 

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Thank you to our team, our customers, and our partners for making 2025 exceptional. I'm looking forward to what we build together next year. 

Brad Leupen
CEO, Entrinsik 

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Forecasting 2026: Let AI Handle the Heavy Lifting

Scott Allen Dec 10, 2025
Forecasting 2026: Let AI Handle the Heavy Lifting

Forecasting 2026: Let AI Handle the Heavy Lifting

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What if preparing for 2026 didn’t mean hours of hunting for reports, consolidating data across systems, cleaning spreadsheets, and coordinating between multiple teams just to piece together a single insight?  

Traditional reporting demands a significant level of manual effort that slows decisions, delays strategy, and drains resources. But agencies are stepping into a new era, one where speed, clarity, and forward-looking intelligence are no longer optional. The future of planning isn’t built on heavy lifting. It’s built on AI that not only removes the manual work but also gives agencies the ability to anticipate trends, spot patterns, and forecast what’s coming next. 

Why AI Is Reshaping 2026 Forecasting for Insurance Agencies 

For years, agencies relied on static reports, AMS policy data exports, and spreadsheets that often created more confusion than clarity. The problem is not a lack of data; it’s the lack of immediately accessible, actionable insight. AI changes that completely. 

Informer leverages AI capabilities to combine structured AMS data with unstructured data from PDFs, carrier statements, and emailed reports, transforming them into clean, analyzable information in seconds. This eliminates hours of manual work and gives teams immediate visibility into the metrics that matter most. These insights transform 2026 planning from uncertainty to data-backed decisions based on precision forecasting through AI. 

From Raw Data to Ready Decisions 

The most powerful shift AI brings into 2026 planning is speed; the ability to literally move from question to insight in moments. 

Imagine asking simple, natural questions such as: 

  • Show me the emerging revenue trends across departments or producer books 
  • Highlight best cross-selling and upselling opportunities projected for the next 12–18 months 
  • Show me the patterns in renewal success that signal where to allocate resources 
  • Predict possible carrier profitability shifts that may impact future commissions

AI delivers the answers to these questions, when agencies need them. This level of agility creates a real competitive advantage allowing agencies to plan faster, pivot earlier, and strengthen their position before the new year begins. 

AI Makes Forecasting More Predictable, and Less Reactive 

Planning for 2026 requires more than looking backward; it requires seeing what’s ahead. 

AI brings that future into focus by surfacing insights that traditional reporting often misses. 

By highlighting these patterns proactively and utilizing both your own AMS data, and all pertinent data on the internet, AI transforms forecasting from a rearview analysis into a forward-looking growth strategy. 

This supports what matters most: helping agencies move faster, see further, and work smarter. 

Empowering Every Role with Instant Clarity 

AI-driven forecasting doesn't just help executives; it supports the entire agency. 

  • Producers gain sharper focus.
    They can instantly see where their biggest 2026 opportunities lie, which relationships need strengthening, and how close they are to targets. 
  • Account managers gain better control.
    They quickly identify clients requiring proactive engagement, expiring policies that need prioritization, and service workloads that may impact retention next year. 
  • Leaders gain unwavering visibility.
    They can compare year-over-year trends, departmental performance, and carrier relationships with ease, enabling them to make intentional decisions rooted in real patterns, not assumptions. 

AI brings the entire agency onto the same page at speed, aligning producers, account managers, and executives around shared insights and shared goals. Instead of reacting to challenges as they arise, agencies move into 2026 with a proactive, coordinated, and confident approach. This is how teams perform at their highest level 

The Real Win: Making 2026 Your Most Strategic Year Yet 

As agencies prepare for 2026, the organizations that will thrive are the ones that stop wrestling with manual reporting and start embracing AI-driven clarity. When the heavy lifting is removed, teams finally have the freedom to focus on strategy, service, and growth. Trends become visible before they materialize. Opportunities surface before competitors notice them. Decisions become faster, smarter, and grounded in data that’s both immediate and accurate.  

With AI turning raw information into real insight, agencies gain the power to plan with confidence, forecast with precision, and step into the new year with unmatched momentum. 

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

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Planning for Next Year with Smart Insurance Data and Precise Reporting

Scott Allen Dec 08, 2025
Planning for Next Year with Smart Insurance Data and Precise Reporting

Planning for Next Year with Smart Insurance Data and Precise Reporting

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How Modern Agencies Build a Smarter, Faster, More Profitable 2026 

What if planning for next year was powered by exactly the information you needed, no more, no less? 

As the insurance industry grows more complex and competitive, preparing for a new year is no longer a routine administrative exercise. It’s a strategic opportunity, a chance for agencies to refine focus, strengthen relationships, accelerate growth, and make decisions that shape long-term success. Producers, account managers, and agency leaders are being asked to move faster, see further, and operate with more intelligence than ever before. 

Yet most agencies still struggle with the same foundational challenge: too much information, and not enough clarity. 

Spreadsheets. Disconnected AMS exports. Reports without context. Dashboards nobody uses. Critical insights buried in someone’s personal folder. 

These silent blockers don’t just slow agencies down; they hold them back from entering the new year with confidence. 

Planning for 2026 isn’t about having more data. 

It’s about having the right data, at the right time, delivered in a way that drives action. 

Insurance Agencies Don’t Need More Reports. They Need Better Reports. 

Too often, agencies measure activity instead of impact. When planning for the upcoming year, the most valuable reports are the ones that directly influence where you focus, how you allocate resources, and what will move the needle in 2026. 

Here are the reports that matter most when preparing for next year’s performance: 

  • Which clients need strategic attention to retain in 2026, and why.
    Instead of simply identifying churn risk, determine where to invest relationship-building time, enhanced service, or renewal preparation to protect long-term revenue. 
  • Which producers are positioned to drive profitable growth next year.
    Look beyond revenue numbers and identify which producers consistently bring in strong margins, cross-sell effectively, and attract the right kind of business for 2026 targets. 
  • Where service workloads need to be rebalanced to improve next year’s retention.
    Uneven workloads slow renewals, increase E&O risk, and harm client experience. Analyze where redistribution, automation, or process improvements will strengthen next-year performance. 
  • How line-of-business trends will shape your 2026 strategy.
    Instead of just reporting historical trends, use them to forecast which segments to grow, which to stabilize, and where market conditions will influence next year's revenue planning.
  • Which carrier relationships to strengthen or reconsider going into 2026.
    Determine which carriers will support your profitability goals next year, through commissions, risk appetite, responsiveness, and market stability. 


These insights aren’t simply “nice-to-have”; they define how effectively your agency will compete, grow, and retain clients next year. Agencies who understand what needs attention before the year begins are the ones who make intentional, high-impact business decisions all year long. 

Key Reports That Drive High-Impact Decisions for Next Year 

Too often, agencies measure activity instead of impact. Planning for the new year should prioritize reports that directly influence strategic decisions, such as: 

  • Retention Reporting: Protecting Next Year’s Revenue Before It’s at Risk
    A strong retention report becomes the foundation of next year's revenue planning. Instead of simply showing who churned, it highlights which clients need more attention now so your team can protect relationships long before renewal season arrives. This shifts retention from reactive cleanup to a proactive strategy. 
  • Total Premium & Commission by Department: Guiding Next Year’s Investment and Growth
    A clear view of the total premium and commission by department helps leadership understand where next year’s growth is most likely to come from. Instead of summarizing performance, it shows which teams have momentum, which need support, and where to invest time, budget, and coaching to shape a stronger 2026. 
  • Total Premium & Commission by Carrier: Choosing the Right Partners for 2026
    When evaluating premium and commission by carrier, the goal isn’t just to see who performed well; it’s to decide which partnerships will strengthen your margins next year. This insight helps agencies clarify which carriers deserve deeper alignment, better negotiations, and more business as they plan for profitability in 2026. 
  • Total Premium & Commission by Producer: Fueling 2026 Performance and Accountability
    Looking at producer-level performance provides the clarity needed to build a more accountable and growth-oriented team for the upcoming year. It helps identify who is positioned to drive profitable growth next year, who may need additional support, and how to set goals that align with the agency’s 2026 strategy. 
  • Year-over-Year Comparisons: Forecasting What 2026 Should Look Like
    Finally, year-over-year comparisons bring long-term patterns into focus so you can confidently forecast what 2026 should look like. These trends reveal which strategies are working, which risks are emerging, and where you can make more intentional adjustments as you plan ahead. 


When you improve reporting, you improve next year’s outcomes and unlock smarter decisions, sharper direction, and a clear roadmap for growth in the year ahead. 

The Future Belongs to Agencies Who See Clearly 

As the industry evolves, agencies who embrace smarter reporting tools will consistently outperform those who are buried in spreadsheets and outdated dashboards. With comprehensive reporting tools, data becomes more than information; it becomes a strategic asset. 

You don’t just get reports; you get direction, focus, and control, helping you build a stronger, smarter business for the year ahead. 

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

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Give Producers Access to the Data They Need

Scott Allen Dec 03, 2025
Give Producers Access to the Data They Need

Give Producers Access to the Data They Need

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Are your producers really getting what they need from the data they use every day? It’s a question many agency leaders are starting to ask, and more often than not, the answer is no. 

Producers are surrounded by dashboards, reports, and spreadsheets, yet still struggle to find the information that helps them take action. It’s not that there isn’t enough data; it’s that the data isn’t being delivered in a way that fits how they actually work. 

This is where smarter, customizable reporting dashboards make all the difference. 

Information Overload that slows down decision making 

With so much data at their fingertips, agencies and their producers often find themselves overwhelmed rather than empowered. Valuable insights get buried beneath spreadsheets and long reports, causing decision delays and missed opportunities.  

Around 30-40% of agencies struggle with delays and errors due to data volumes and disjointed data flows. When producers can’t quickly find or trust their data, confidence drops and momentum slows. That’s why having tools that organize, filter, and surface real-time insights is no longer a nice-to-have, it’s essential to maintaining the speed of decision-making. 

The Problem with Too Much Data 

Many agencies have invested heavily in systems that collect data, but few have truly solved the problem of using that data effectively. When producers have to dig through long reports or wait for someone to email the right file, the opportunity to act can slip away. 

Instead of helping them focus, data often slows them down. 

The solution is customizable dashboards that simplify, personalize, and deliver exactly what each producer needs, no more, no less. 

These dashboards can present a clear view of what matters most, such as: 

  • Policies due for renewal 
  • Accounts at risk of non-renewal 
  • New business progress 
  • Book performance and growth trends 


By organizing this information into simple, visual dashboards, producers get the insights they need to make confident decisions, instantly. 

Turning Insight into Action 

When dashboards are done right, they become more than just reports; they become real-time decision-making tools. 

A well-designed dashboard brings together data from across the agency and presents it in a way that’s easy to understand and act on. Producers can see renewals coming up, track their new business goals, monitor account activity, and identify at-risk clients, all in one view. 

This shift from reactive to proactive reporting gives teams a new level of control. Instead of waiting for reports at the end of the week or month, producers can make informed decisions on the spot. 

Agency leaders also benefit. With instant visibility into key performance metrics, they can identify growth opportunities, track team performance, and adjust strategies with confidence. Reports can be dropped into the relevant team members' inbox on a daily / weekly basis, nudging them to read the specific set of data they need to action, to better perform in their role. 

It’s not just about having access to data; it’s about having the right data at the right time to drive the speed of decision-making. 

How Useful Tools Improve Performance and Satisfaction 

When producers have tools that actually work for them, it changes more than just how they operate; it changes how they feel about their work. 

The ability to instantly access performance metrics, manage renewals, and measure progress builds confidence and engagement. Producers feel empowered, not overwhelmed. They can focus on the parts of the job that matter most: building relationships, serving clients, and driving growth. 

And for agency leaders, that means stronger performance across the board and a more motivated, data-literate workforce. 

A Faster, Smarter Future for Agencies 

Giving producers access to the data they actually need, clean, accurate, and role-specific, is more than just a reporting upgrade. It’s a mindset shift. 

It moves agencies away from slow, manual processes and toward a culture of clarity, confidence, and collaboration. It eliminates guesswork and brings real insight to the surface, right when it’s needed most. 

That’s the difference between working harder and working smarter. Between reacting to data and using it to lead. 

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

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