Your book of business, in one view
Independent agencies grow by keeping renewals, supporting producers and serving policyholders well. Prospura watches book health, renewals, producer performance and commissions, and points out remarketing and cross-sell opportunities.
Ready for Independent Insurance Agencies on day one. Yours to change.
Prospura includes a ready-made Independent Insurance Agencies setup, so your workspace speaks your language from the start. You can rename anything below, choose which modules and insights your dashboard shows, or build a new setup based on this one for the way your business really works.
The areas that drive profit for independent insurance agencies and brokerages
Your dashboard is organized around these areas, working from the systems you already use.
- Book of Business Intelligence
- Renewal Intelligence
- Producer Intelligence
- Quote Pipeline Intelligence
- Carrier Mix Intelligence
- Policyholder Intelligence
Insights your team gets
Your analysts raise these kinds of insights, each with the reasoning behind it, so you decide what to act on.
- Renewal At Risk
- Cross-Sell Opportunity
- Quote Follow-Up Due
- Producer Performance
- Carrier Concentration
- Commission Opportunity
Eight analysts, set up for Independent Insurance Agencies
Each analyst focuses on one part of the business and works from your own data. Meet the full Pit Crew.
Agency Performance AI
Book health & retention
Service Desk AI
Service requests & workload
Producer AI
Producers & CSRs
Commission & Revenue AI
Commissions & cash
Carrier & Licensing AI
Carrier appointments & licences
Quote & Proposal AI
Quotes & remarketing
Policyholder Comms AI
Policyholder communications
Renewal & Retention AI
Renewals & cross-sell
No rip-and-replace
Prospura connects read-only to the field service, accounting, CRM and other systems you already use, and you can disconnect at any time. Your team keeps working the way it does today. See how it works.
See Prospura set up for Independent Insurance Agencies.
Book a demo and we will walk through the Independent Insurance Agencies setup, show how it fits the tools you already use, and talk through what you want it to watch.