Insurance automation solutions 


DASHBOARD PRO Gain Real-Time Insight for Your Brokerage

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Dashboard Pro is the ultimate solution designed exclusively for insurance broker principals and leaders who want to streamline their operations, drive sales, and stay connected to their brokerage, even when away. With real-time insights and user-friendly dashboards, Dashboard Pro empowers you to make data-driven decisions effortlessly.

Key Features:

  • Five Distinct Dashboards: Gain a comprehensive view of your brokerage with dedicated dashboards for policies, users, retention, vehicles, and properties. Effortlessly analyze critical data points and identify trends to stay ahead of the competition.
  • Real-Time Insights: Access vital data and metrics in real-time, allowing you to monitor performance, track key performance indicators (KPIs), and make informed decisions instantly, no matter where you are.


1. Policies Dashboard: Get a detailed snapshot of your broker business, including active premium, active policies, policy retention, new business vs. cancellations, renewals, and more. Understand the health of your policy portfolio and identify areas for growth.

2. Users Dashboard: Track customer adoption rate, total user logins, new users, change requests, claims requests, and more. Gain insights into user engagement and optimize user experience for increased efficiency

3. Retention Dashboard: Filter policy numbers in force, line of business, remarketed policies, upcoming renewals, client retention rates, trend analysis, and more. Understand the factors impacting policy retention and take proactive measures to enhance customer loyalty

4. Vehicles Dashboard: Gain insights into active vehicles, insured vehicle count, average auto premium, vehicle risk overview, and more. Monitor the performance of your vehicle policies and identify opportunities for cross-selling or risk management.

5. Properties Dashboard: Explore active properties insured, average premium, replacement cost, properties per policy, and more. Analyze your property insurance portfolio, identify high-value properties, and optimize coverage offerings.


The Retention Dashboard in Dashboard Pro empowers you to analyze and optimize your customer retention strategies. Key features of the Retention Dashboard include:
  • Policy Retention Analysis: Dive deep into policy retention rates and identify areas of improvement. Filter policies based on line of business, upcoming renewals, or specific client segments to uncover insights and take proactive steps to maximize policy renewals.
  • Remarketing Opportunities: Explore remarketed policies to understand which policies were successfully transitioned to other insurers. Analyze trends and patterns to uncover potential remarketing opportunities and capitalize on them.
  • Client Retention Rates: Track and monitor client retention rates over time. Identify trends, benchmark against industry standards, and implement targeted strategies to improve customer loyalty and retention.
With the Retention Dashboard, you have the power to make data-driven decisions and enhance customer retention, ultimately driving the growth and success of your brokerage.


Dashboard Pro Package: Includes 5 user licenses


Additional User License Fees:

$75/month per user


Don’t miss out on the opportunity to transform your brokerage with Dashboard Pro. Sign up for our free trial and experience the power of real-time insights for your business. Stay connected, make informed decisions, and drive growth effortlessly.

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