AgentVizionTM

                           Aggregated Real-time Insurance Analytics for TPAs, Carriers, and Distribution
AgentVizionTM helps Insurance Carriers, Marketing Companies, downline Agencies and their Agents improve their bottom-line through real-time monitoring of their distribution, delivering operational efficiencies through automation
​AgentVizionTM, our award-winning, patented, SOC II accredited solution for TPAs, carriers, agencies and agents
AgentVizion2GoTM, our award-winning, patented mobile app for agents,  offers a powerful visual experience for producers on the move
Are you a National Marketing Organization wanting to get a production dashboard of your Marketing Companies, drilling right down to an Agent's sales score?

Are you an NMO looking to review real-time Agent and Agency performance at your fingertips? 

Are you an Insurance Carrier wanting to have a view of your distribution channels  right down to an LOA? ​

​Are you an Agent who is ready to trade your cumbersome Excel extracts and paperwork for a one-click solution?
AgentVizion is a state-of-the-art, highly-secure, technology platform that provides intuitive business intelligence dashboards to agency management, agents, carriers and TPAs, empowering them to make crucial business decisions around production and performance.

AgentVizion is a patented solution that allows Carriers, Agencies, and their down-line Agents to accurately measure their distribution across different product lines including Health, Life, and Annuities. This automated, just-in-time reporting solution provides the most current, aggregated view of production  with real-time analytics while eliminating manual downloads and spreadsheets.

AgentVizion is offered on a subscription basis on a secure cloud, 24/7. Your information is secure with us.
Large NMOs deploy AgentVizion to analyze productivity across their portfolio of Marketing Companies right down to a down-line Agency or Agent

FMO and down-line Agency Principals use AgentVizion to benchmark operational performance and make tactical decisions quickly to drive bottom-line performance.

Carriers use AgentVizion to get a full view of their distribution all the way down-line, measuring product performance by State and Agency.
Agents ​use AgentVizion2GO to get a complete view of their books of business combined with location intelligence and SMS alerts on their smartphones or tablets.

Key Features

  • Real-time aggregated insurance analytics  
  • Slice and Dice production by agency, agent & product
  • Automated interfaces to 150 Carriers eliminates manual work
  • Drill-down into unlimited levels of hierarchy
  • High security with 3-factor authentication and encryption
  • Out-of-the-box interfaces to standard CRM systems  
  • Quality Reports of Policies & Production by status
  • Access to downline Agents through AgentVizion2Go App
  • View your app status with the add-on e-Apps / UW Module 
  • Add-on News Module that integrates your RSS and Social feeds
  • Optional Incentive Module to track your carrier and FMO  trips
  • Optional Override Module to track your FMO's commissions
  • Connection to Lead Management and other systems

AgentVizion2GO Additional Features

  • Designed for insurance professionals on the move
  • Activity access through smartphones or tablets
  • 360-degree view across multiple carriers
  • Enjoy support for your Android and iOS devices
  • View activity for situated state using Location Intelligence 
  • Track your incentives and cash bonuses by carrier and FMO 
  • Receive SMS messages for system alerts and Carrier news
  • Receive in-App push notifications for policy status changes

​ROI according to our clients

  • ​​Improve Service Levels by monitoring Distribution  effectiveness 
  • Empower Distribution by giving them 24x7 access to their Production
  • Create Agent stickiness through AgentVizion2Go App 
  • Manage your Production and Overrides accurately
  • Improve Service Levels by acting on Plan and Agent performance
  • Save time and money  through 100% automation

​What our clients say

​"Lightyears ahead of anything on the market today; there is simply nothing out there in the insurance industry right now that provides access to this information the way AgentVizion does…"
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    ​  Brandon Finken, COO
      Western Marketing, An Integrity Company
"AgentVizion has changed the way we manage our daily business through automated delivery of data and analytics to our business partners and agencts like never before…" 
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    Josh Slattery, CMO
    The Brokerage Inc.
"No more waiting for carrier reports or uplines to send their reports. With AgentVizion we can access the latest information on our tablet while on the go. No other data analytics tool compares to this in the insurance industry"
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​Daniel Rodriguez, Principal
​Coverage2Care
"I use AgentVizion as I talk to agents, proactively offering help if we have an app pending. I can show our gratitude to an agent for writing business with us " 
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    Luke Hockaday, Marketing Center Manager
​    New Horizons Marketing, An Integrity Company
Contact us to understand how we can help transform your data into actionable information.
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