Every Metric Your Brokerage Needs,
in One Place.
From marketing funnel analysis and provider revenue breakdowns to technical error rates and quote processing performance — the InsureQ AI Studio Reports suite gives you the intelligence to run a smarter brokerage.
Understand Where Your Business Comes From.
Track application sources (website vs agent), geographic distribution with heat maps, and your full conversion funnel — from initial inquiry to policy issued. Identify your highest-converting channels and optimize accordingly.
- Application source breakdown (website 88.6% vs agent 11.4%)
- Geographic distribution with heat map visualization
- Conversion funnel from Initialized to Policy (14.7% final conversion)
- Product performance across 6 insurance lines
Financial Reports That Actually Tell a Story.
Quote-to-bind conversion rates, revenue by carrier, agent performance breakdowns, and payment method analysis — all with date range filtering and export capabilities.
- Quote vs Bind: 1817 quotes → 265 binds (14.58% conversion)
- Revenue by provider (Cansure 56.82%, Intact 43.18%)
- Per-agent revenue and application volume
- Payment method success rates across 7 methods
Know Your System's Health at All Times.
Monitor quote processing success rates (89.2%), application status distribution across 13 stages, error rates, and system performance trends. Catch issues before they affect clients.
- Quote processing: 89.20% success rate, 53 errors flagged
- Application status flow across 13 stages
- Error rate tracking (2.60% current rate)
- Peak hours analysis for capacity planning
See the Full Reports Suite.
We'll walk you through every dashboard — from marketing funnel to system health — applied to your real brokerage data.