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My Agency Reports

My Agency Reports

Vertafore’s My Agency Reports is the new reporting platform, replacing Vertafore Reporting. With My Agency Reports your agency is connected to its critical data and has added flexibility to give you more control over your data.

Connect to your agency’s data with ease.

We’ve enhanced the interface with a simplified navigation and added report filtering options. Reports are simple to use and allow users to adapt and tailor reports to meet the needs of your agency. Users can quickly build custom reports and slice data into a view that makes sense for your business.

Features

Smart. Intuitive. Simple

My Agency Reports offers inter-activity with your data so that you can make smart data-driven decisions. We’ve enhanced the interface with simpler navigation and controls for filtering. The result is added flexibility and more control over your data. To access My Agency Reports a Vertafore Single Sign-On account is required as well as AMS360 2015 or above.

Report Highlights Include:
  • Book of Business Reports: Quickly see who are the top producers and set goal changes with commission values to negotiate rates depending on performance.
  • New and Lost Business Reports : Customer Retention is critical to the long term success of an agency. Quickly determine if a particular line of business is declining or increasing and make an action plan.
  • Production Analysis Report: Dive deeper into your data and quickly aggregate multiple summary views into one report for easy comparisons.

Key Advantages

  • Simple to use: New clean and modern interface is easy to navigate.
  • Custom templates: Take control of your data and create a customized report template and see the data that is most important to your agency.
  • Robust filtering: Advanced filtering reduces the amount of time it takes to find the data you want to see and reduces the time you spend running reports.
  • Summary views: Quickly create multiple summary views and assess your business.
  • Export Reports: Export reports in Microsoft Excel and comma-separated value (csv) formats.

“My Agency Reports is simpler to use…with the easy filtering tools I can quickly access the details behind the business and see my most relevant data.”

Alice Martin Controller,  Taggart & Associates, Inc

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