AgentVizionTM
Aggregated Real-time Insurance Analytics for TPAs, Carriers, Distribution
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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
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AgentVizionTM, our award-winning, patented, SOC II accredited solution for TPAs, carriers, agencies and agents
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AgentVizion2GoTM, our award-winning, patented mobile app for agents, offers a powerful visual experience for producers on the move |
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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? |
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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.
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Key Features
AgentVizion2GO Additional Features
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ROI according to our clients
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What our clients say
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"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…"
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…"
Josh Slattery, CMO
The Brokerage Inc. |
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"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"
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 "
Luke Hockaday, Marketing Center Manager
New Horizons Marketing, An Integrity Company |