Key Benefits

Key Feature

Unified analytics across member agencies

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Key Feature

Benchmarking and performance comparison

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Key Feature

Streamlined data management and reporting

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Key Feature

Customizable dashboards and KPIs

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Features & Capabilities

Feature 1

Data Integration: Harmony has the ability to source and compile data from various agency management systems, carriers, and wholesalers. This feature allows for a comprehensive view of the network’s operations and performance.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge
Features & Capabilities
Features & Capabilities

Feature 2

Machine-Learned Mapping Technology: Harmony uses advanced machine learning algorithms to address unstructured data from many disparate systems. This capability enables the network to make sense of complex and diverse data sets.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge

Feature 3

Carrier Utilization Tracking: Harmony can track how agency members are utilizing both carriers aligned with the network’s contracted partners and those with whom the agency has a direct contract. This feature is critical in identifying which carriers should be considered for a network master agreement.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge
Features & Capabilities

Customer Success Testimonials

“Gut feeling and experience aren’t enough to make sound business decisions in today’s data driven world. AgencyKPI provides us with the platform to become a better resource for our agency and carrier partners. It’s a win for all stakeholders.”

Customer Profile
brian Brusoski 4

Executive Vp, Business Intelligence Keystone Insurers Group

“Gut feeling and experience aren’t enough to make sound business decisions in today’s data driven world. AgencyKPI provides us with the platform to become a better resource for our agency and carrier partners. It’s a win for all stakeholders.”

Customer Profile
Brian Brusoski 3

Executive Vp, Business Intelligence Keystone Insurers Group

“Gut feeling and experience aren’t enough to make sound business decisions in today’s data driven world. AgencyKPI provides us with the platform to become a better resource for our agency and carrier partners. It’s a win for all stakeholders.”

Customer Profile
Brian Brusoski 2

Executive Vp, Business Intelligence Keystone Insurers Group

Featured Resource

Whitepaper

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Webinar

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Insightful

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