Live dashboards, built from a conversation.
Ask in plain language and get a real dashboard off your live IMS data — written premium, loss ratios, renewals, open tasks. Refresh it in one click — or have it refresh when you open the page — so the numbers stay current.
Describe what you want to see. The agent builds it.
No report builder, no SQL, no waiting on IT. Tell the agent “show me written premium by line for Q1, with upcoming renewals and open tasks” and it assembles the dashboard from your live book — laid out, labeled, and ready to use.
- Ask in plain language — refine it the same way
- Built from your real IMS data, not a sample set
- Pin it, name it, and come back to it any time
The building blocks of a real dashboard.
Mix and match the pieces that fit how your team works — all on one page, all driven by your data.
KPIs
Headline numbers with trend — written premium, loss ratio, hit rate, bound count — at a glance.
Charts
Bars, lines, and breakdowns that turn book performance into something you can read in a second.
Tables
Sortable lists of policies, submissions, or renewals — the working detail behind every number.
To-do lists
Track renewal tasks and follow-ups with progress that updates as work gets done.
Forms
Capture inputs right on the page — filters, quick entries, and what-if values for your team.
Mixed layouts
Combine report views with live blocks on one page so everything lives in one place.
Real data, pulled fresh.
Every block pulls from your IMS and connected systems — no nightly export, no stale spreadsheet. Refresh on demand, or have a page refresh each time you open it, and the whole dashboard re-reads your live book in one pass.
Refresh on demand
One click — or auto-refresh on open — re-reads the live data so the numbers are current.
Consistent by design
A refresh updates the page in one pass, so the numbers all reflect the same moment.
Build once, share with your team.
A dashboard that works for you can become the standard for everyone.
Start personal
Build a dashboard for the way you work. It's yours — nobody else sees it until you choose to share.
Promote to a template
Turn a dashboard you trust into a team template so colleagues get the same view, on their own data.
Admin-approved
Sharing across the team is reviewed by an admin, so the standard reports stay the standard.
Reporting for your producers, too.
Your producers get their own reporting on the branded portal — their submissions and where each one stands, scoped to exactly what they should see.
Turn your book into a dashboard you can talk to.
See the agent build a live dashboard off real IMS data on a quick call.