Run the agency on data, not Monday-morning guesses.
Your Big Box AMS reports on what the aggregator needs. VentFlow reports on how your agency actually performs — pipeline velocity, response times, renewal saves, and producer scorecards built for owners who want to grow, not just comply.
The problem
You can't coach what you can't see.
Pipeline reports live in one tool, activity in another, renewals in a spreadsheet. Owners ask who's performing — and the answer is anecdote, not data.
Compliance reporting from your AMS tells the aggregator what they need. It doesn't tell you where deals stall, who responds slowest, or which producer is quietly carrying the book.
Built for insurance
Coach with numbers, not hallway impressions.
The scorecard below pulls quote-to-bind, speed-to-lead, and renewal save rates from the same platform your team works in — so owners coach producers with data instead of anecdotes at the Monday meeting.
- Quote-to-bind and win-rate views by coverage, carrier, and producer
- Speed-to-lead metrics that hold the team accountable to response standards
- Renewal premium at risk and save rates in one dashboard — no export stitching
What you get
Core reporting capabilities inside the VentFlow platform.
Producer performance dashboards
See new business written, pipeline conversion, activity volume, and renewal retention by producer — coaching conversations backed by numbers.
Speed-to-lead and response metrics
Measure how fast your team responds to inbound leads and service requests. What gets measured gets improved.
Pipeline and win-rate analytics
Track quote-to-bind ratios by coverage type, carrier, and producer. Find where deals stall and fix the bottleneck.
Renewal and retention reporting
Premium at risk, save rates, and outreach completion — so retention strategy is proactive, not reactive after the loss runs arrive.
Agency-wide KPI snapshots
Owners get a single view of agency health without stitching together five disconnected tools and a prayer.
What changes when reporting lives in the platform.
Clearer coaching, faster fixes, and owner visibility without stitching five exports together.
- Coach producers with pipeline conversion and activity data — not hallway impressions
- Find where deals stall by coverage type and fix the bottleneck
- Measure speed-to-lead and hold the team accountable to response standards
- Give owners an agency health snapshot without a Monday-morning scavenger hunt
Ready to ditch the stack?
Book a walkthrough. We'll show you how agencies run the whole operation in VentFlow — and what it'd look like for yours.
Book a walkthrough