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AI PromptsCategoriesInsurance

📈 See How the Agency Is Actually Doing

Run a book of business without letting a renewal slip. These prompts build what an agent or broker actually needs: every policy with its renewal date, commission you can check, claims tracked from notification to settlement, and a client portal that answers the routine questions. The renewal date does the work, because it is a reminder that repeats every year on its own.
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See How the Agency Is Actually Doing

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I run my agency on instinct and my bank balance. Build me an agency dashboard. Show premium written and commission earned by month, split by carrier, by policy type and by agent, always compared with the same period last year rather than last month. Show new business written beside retention, so I can see whether I am growing or replacing. Show the forward book: what renews in each of the next twelve months and what premium that represents, so a heavy month can be resourced. Show average premium per client, policies per client and the trend in both. Show open claims by value and arrears outstanding. Keep it to one screen. Add an AI agent that writes me a plain monthly summary saying what actually changed, what caused it, and what needs attention, naming specific clients or carriers rather than only quoting percentages. Automate a scheduled monthly summary and an alert when retention or new business falls materially below the recent average. Two logins: an agent who sees their own figures, and an owner who sees the agency.

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01 / Spark - intelligence awakens

See How the Agency Is Actually Doing

One screen with premium, commission, retention, new business, and the forward renewal book, summarised each month.

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// the spark catches · intelligence awakens · the answer unfolds

Agency owners usually know their bank balance and nothing else. This puts written premium, commission, retention, and the forward book on one screen.

What's Included

  • Premium and commission by month, carrier, and agent.
  • Retention beside new business because one funds the other.
  • The forward book showing what renews and when.
  • An assistant that writes the monthly summary.

How To Use

  1. Look at retention beside new business. Growth built on churn is not growth.
  2. Track commission, not premium. Premium is not your income.
  3. Watch the forward book so a heavy renewal month is planned for.
  4. Compare against the same month last year, not against last month.

Drill into losses with retention analysis, and into income with commission tracking.

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