Insurance Express BI Sample — Agency Performance

Sample Data
Sample data — for demonstration only. All producer names, vendors, and figures are fictional.
AMS360-sourced metrics are validated against source reports before rollout.

Executive Overview

Policies Bound (MTD)
AMS360
128
July 2026
Today's Close Count
AMS360
6
as of 3:00 PM
Active Book Value
AMS360
$4,820,000
in-force premium
Realized Commission (MTD)
AMS360
$92,450
Projected Commission
Zoho
$138,900
pipeline forecast
Avg Closing Ratio
Zoho
17.4%
target 18%

Bound Policies & Premium — Last 12 Months

AMS360

Top 5 Producers by Closing Ratio

Zoho
ProducerBoundRatio
M. Ellis5820.1%
J. Carter6219.9%
D. Alvarez6019.7%
L. Okafor5117.1%
R. Nguyen5516.1%

Realized vs Projected Commission by Month

ZohoAMS360