Analytics
Real-time dashboards, premium analysis, agent scoreboard, pipeline tracking, and ROI metrics — all built from your live Smart Office data.
Premium stats, AI briefing, pipeline funnel, top producers leaderboard, expiring licenses countdown, carrier concentration risk — auto-refreshing with live Smart Office data. Your command center.
TOTAL CAP
$2.8M
ACTIVE
1,842
PIPELINE
$487K
AGENTS
387
Monthly Premium Trend
Org-wide premium analysis by carrier, product type, and agent. Monthly trends with line charts. Concentration risk warnings when one carrier exceeds 40% of your book — so you can diversify before it becomes a problem.
Premium by Carrier
Six charts covering premium trends, hiring patterns, carrier market share, requirements status, policy distribution, and agent distribution. All with horizontal bars and stat cards for visual clarity.
Premium Trends
Agent Status
312
Active
45
Inactive
28
Term
2
Other
Carrier Share
Requirements
Filter and group premium data by carrier, product type, agent, date range, and status. Drill down into any segment to see individual policies. Export any view as CSV for offline analysis.
Ranked leaderboard by commissionable premium. Gold, silver, bronze medals for top 3. Date range filtering. Click any agent to see their full detail page with production history and AI insights.
Visual funnel showing policies at each stage: submitted, underwriting, approved, issued, and in-force. Conversion rates between stages highlight where deals get stuck so you can intervene.
Overall conversion: 47%
Premium breakdown by carrier and agent with commissionable vs. non-commissionable splits. See which carriers drive the most revenue and which agents earn the most. Monthly and yearly views.
Commissionable Premium by Carrier
See the measurable impact of SmartViewz on your business: revenue recovered from AI findings, time saved on manual reporting, compliance issues caught early, and agent retention improvements.
Estimated Annual ROI
847%
$1.08M
Revenue Recovered
142
Hours Saved / Month
34
Compliance Issues Caught
8
At-Risk Agents Retained
Revenue intelligence, streaming AI chat, meeting prep, voice briefings, anomaly detection, and automations.
Learn moreLicense management, audit logs, requirements tracking, role-based access, and security.
Learn moreAgent details, policy pages, org hierarchy, global search, kanban boards, and sync.
Learn moreReal-time analytics built on your live Smart Office data. No spreadsheets. No waiting.
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