Carrier Insights

Capture the full value of your insurance carrier partnerships by monitoring your incentive contracts with our easy-to-use dashboards.

Maximize Performance Across Your Carrier Contracts

Carrier Insights allows you to understand, maximize your carrier contracts, so that you can track and manage your incentives. Armed with this information, you'll be able to improve relationships, alignment, and profitability for your insurance organization.

Unless you are manually tracking incentive contracts regularly — which is a complex and time-consuming task — your insurance organization only finds out what revenue to expect at the end of the year. Now you can automatically track all of the indicators and triggers that impact your supplemental income, so you can better control outcomes and eliminate surprises.

On average, 45% of agency profits comes from incentive revenues. That’s a lot of uncertainty — and if you don’t know what’s coming in, you can’t accurately forecast or budget. Carrier Insights allows you to understand exactly where you stand with incentives, allowing you to plan effectively and make informed decisions.

By understanding where you are at any given time with your carrier partners and why, you’ll be able to capture value that otherwise might be lost. With Carrier Insights’ predictive capabilities you’ll be able take proactive steps to defend your revenue.

Additional Resources

To learn more about transforming your operations to support profitable growth, read, view or listen to below resources.

Get insight into your performance, and the intelligence to improve it.


Know where you stand with your supplemental income in real time, any time.


Together with our clients, we're designing tomorrow's insurance solutions today.


We help you execute your most complex business objectives with solutions designed to boost performance, productivity, and profitability.
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New Business

Accelerate growth by improving sales performance and streamlining sales and service.

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Increase retention rates through best-in-class renewals management.

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Win client loyalty with responsive, rapid claims management.

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Gain a trusted partner with automation capabilities to assure accurate billing and revenue capture.

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Improve the customer experience while reducing the cost of policy servicing.

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