Reports
Run, schedule, export. Any number, any cut, any time.
Sales, chargebacks, renewals, accumulated premium, agent commissions, office breakdowns — all queryable and shareable.
Every month-end is a day pulling data from three systems into a spreadsheet.
Your management asks for last month's numbers by office. You open the AMS, export. Open the payments tool, export. Open the commission tracker, export. Stitch in Excel. Format. Send. Repeat next month.
By the time the report lands, the numbers are already two weeks old.
What you get.
Standard reports out of the box
Sales, chargebacks, renewals, accumulated premium, commission by agent, office breakdown. Pre-built, parameterized.
Custom queries
Save the filter combinations your team runs every month. One click to re-run, no rebuilding.
Scheduled exports
Drop a CSV or Excel into your management's inbox on the schedule that fits — every Monday, the first of the month, end of quarter.
Real-time, multi-tenant safe
Numbers are current the second you ask. Each agency sees only its own data, always.
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