Your data is trapped in your AMS. Free it.
Informer connects directly to AMS360, Applied Epic, and Sagitta — giving you carrier reports, commission visibility, and operational dashboards without the export-and-pray workflow.
Trusted by agencies nationwide
The Problem
Insurance agencies have data. But not answers.
Your AMS holds everything — policies, commissions, claims, renewals. But getting that data out in the right shape, at the right time, is a full-time job nobody signed up for.
Carrier reporting takes days
Manual exports, reformatting, and reconciliation for every carrier, every quarter. One mistake and the numbers don't lie.
Commission leakage
No clear picture of what's owed vs. what's paid. Discrepancies hide in spreadsheets until year-end.
Claims blind spots
Loss ratios, open claims, and renewal risks aren't visible until it's too late to act.
Data locked in silos
AMS, accounting, carrier portals, and HR — all disconnected. A full picture means logging into five systems.
The Solution
One platform for the whole agency.
Informer isn't just a reporting tool. It's a complete data platform — connecting your AMS, accounting system, and carrier data, then letting you build exactly the reports and apps your agency needs.
Read the full story"The ability to run year-over-year comparisons, perform trend analysis, and make instant data corrections has turned reporting into a fast, informed decision-making process rather than a time-consuming chore."
Purpose-Built
Built specifically for insurance agencies
Informer is not a generic BI platform. It's designed around how insurance agencies actually operate.
Reporting & Analytics
The reports your agency actually needs — delivered to the people who need them
Carrier reporting, commission tracking, and operational dashboards — pre-built, customizable, and accessible to producers, managers, and executives with role-based security.
Carrier-Ready Reports
Build carrier reports formatted to spec, then schedule them to run automatically. No more export-format-email cycles.
- Formatted to each carrier's specifications
- Scheduled quarterly delivery
Commission Tracking
Match expected vs. received commissions across every carrier and line. Flag discrepancies before they become write-offs.
- Expected vs. received by carrier and policy
- Auto-flags discrepancies instantly
Self-Service for Every Role
Producers, managers, and executives get secure access to exactly what they need — no IT tickets, no emailed spreadsheets.
- Real-time producer scorecards
- Role-based access and data governance
Row-level security built for agencies
Every producer sees only their own book. Every branch sees only their data. Informer's row-level security ensures the right people see the right data — automatically, without building separate reports for each user.
AI-Powered
Describe what you need. AI builds it.
Magic Reports & Informer Apps and Informer GO bring AI directly to your agency data — build dashboards in minutes, get answers in seconds.
Magic Reports & Informer Apps
Build executive dashboards, carrier reports, and operational apps on top of live AMS data. Describe what you need in plain English — AI generates it. No developers, no waiting.
Informer GO
Ask questions about your book of business in plain English. Informer GO delivers answers on desktop, mobile, or through AI chat — so every producer and CSR gets what they need, instantly.
Click any card to explore it live
Integrations
Connects to the systems you already run
Direct connections to your AMS, accounting, CRM, and more — no middleware, no flat files.
Plus ODBC, REST APIs, SQL Server, Oracle, and 100+ other data sources.
Stories & Insights
From the agency trenches
Shepherd Insurance: Better Strategic Planning Through Reporting with Informer
Pain Points Reports scattered across systems with no single source of truth Leadership received outdated numbers by the time reports were delivered Limited flexibility to customize or update reports in real time Manual report creation and distribution consumed valuable analyst time Results Real-time, on-demand reporting with instant updates Automated report delivery replaced manual distribution Faster access to [...]
How North Risk Partners Transformed Reporting and Decision-Making with Informer
See how North Risk Partners cut reporting time from days to seconds, gained real-time visibility, and empowered teams with Informer’s secure, dynamic platform. [siteorigin_widget class=”SiteOrigin_Widget_Button_Widget”][/siteorigin_widget]
Northwest Title Utilizes Informer for Customer Success
Northwest Title tracks its performance and follows through on objectives with the assistance of Informer. If you want your objectives to be more actionable, then book your demo of Informer, the top-rated business intelligence platform. [siteorigin_widget class=”SiteOrigin_Widget_Button_Widget”][/siteorigin_widget]
Texas Title Gains Financial Transparency with Informer
Texas Title has gained a clearer picture into finances and overall performance with Informer. If you want to make data-driven decisions, then book your demo of Informer, the top-rated business intelligence platform. [siteorigin_widget class=”SiteOrigin_Widget_Button_Widget”][/siteorigin_widget]
Don’t Let Bad Data Break Good Reporting: The Hidden AMS360 Challenge
At first glance, most insurance agencies feel confident in their reporting environment. The dashboards look polished. The reports run on schedule. The numbers appear complete. But beneath the surface, many leadership teams quietly question whether they’re seeing the full picture. They notice small inconsistencies. A report that doesn’t quite match last month’s totals. A number that requires manual validation. A [...]
Closing the Insurance Reporting Gap Across AMS360, Sagitta, BenefitPoint, and QQCatalyst
Have you ever sat in a leadership meeting surrounded by reports, dashboards, and spreadsheets, yet still felt like you didn’t have a clear answer? It’s a familiar moment for many insurance leaders. The numbers are there. The data is flowing. AI is running inside operational systems. And yet, when the conversation turns to performance, growth, or risk, the room still [...]
AI in Insurance Analytics: Turning Manual Reporting Production into Automated Interpretation
How AI Is Transforming Insurance Reporting and Strategic Decision-Making Across insurance agencies, reporting still consumes more human effort than it should. Highly skilled analysts spend hours, sometimes days, assembling spreadsheets, validating numbers, and formatting recurring reports. When reporting is manual, analysts become report factories. Their time goes to production instead of interpretation. Their value gets trapped in process instead [...]
Why Insurance Data Still Fails Leaders and How to Fix It
If insurance agencies have more data than ever, why do so many leaders still struggle to make confident decisions? It’s not because data is missing. It’s because meaning is. Across modern insurance agencies, dashboards are everywhere, reports are constant, and metrics multiply by the month. Yet leadership teams still find themselves asking the same questions: Can we trust these numbers? Which metrics actually [...]
Stop exporting.
Start deciding.
Connect your AMS. Build the reports carriers actually want. See your commissions, claims, and growth — in real time.