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.

Producer Performance

5 producers below target closing ratio of 18%
R. Nguyen (16.1%) · S. Patel (15.3%) · K. Brooks (11.5%) · T. Whitfield (10.9%) · L. Okafor (17.1%)

Producer Detail

ZohoAMS360
M. Ellis289665820.1%$26,800$764,000
J. Carter312746219.9%$28,400$812,000
D. Alvarez305686019.7%$27,200$748,000
L. Okafor298635117.1%$21,300$634,000
R. Nguyen341715516.1%$22,150$691,000
S. Patel268524115.3%$18,900$542,000
K. Brooks244392811.5%$12,100$358,000
T. Whitfield221342410.9%$10,450$296,000

Producers Ranked by Closing Ratio

Zoho