Portfolio Dashboards
Written premium, policy counts, and loss activity by line, state, and producer — refreshed as business binds, not at month-end. Drill from portfolio totals to the individual policy in two clicks.
Carrier Solution
Data & Analytics
Every quote, bind, endorsement, and claim on the exchange feeds your analytics. Portfolio dashboards, producer scorecards, and anonymized market benchmarks show where you win, where you leak, and where the market is moving — without waiting on month-end reports.
Insights
The full picture of your book, from portfolio to policy
Quote-to-Bind Funnel
Hit ratios at every stage of the funnel show exactly where submissions stall — appetite mismatch, price position, or slow response — so you fix the leak instead of guessing at it.
Producer Scorecards
Submission quality, bind rates, retention, and early loss indicators per producer separate the partners who build your book from the ones who burn your underwriting time.
Market Benchmarking
Anonymized, segment-level benchmarks show how your pricing, hit ratios, and retention compare to the market writing the same classes — insight no single carrier can see alone.
Trend & Appetite Signals
Rising submission flows, shifting class mix, and emerging geographies surface early, so product and appetite decisions run ahead of the market instead of behind it.
Report Exports & BI Feeds
Scheduled exports and structured data feeds deliver exchange data into your warehouse and BI tools — Power BI, Tableau, or Snowflake — on the cadence your teams already work.
How It Works
From raw activity to decisions in four steps
Data flows in automatically
Quotes, binds, endorsements, and claims are captured as structured data the moment they happen on the exchange — no extracts to request and no spreadsheets to reconcile.
Configure your views
Set up dashboards, scorecards, and alert thresholds around the lines, states, and producers that matter to your book, with role-based access for underwriting, product, and leadership.
Act on what surfaces
Funnel leaks, producer outliers, and appetite drift show up with the context to act — the specific producers, classes, and states behind every number.
Feed your own stack
Scheduled exports and BI data feeds push the same data into your warehouse, actuarial models, and reporting tools, so exchange insight compounds with what you already have.
Market Benchmarking
See the market the way no single carrier can
Your internal data tells you how you are doing; it cannot tell you how you compare. Exchange-wide benchmarks put your hit ratios, pricing position, and retention next to the anonymized market writing the same segments — governed by strict aggregation rules that protect every contributor. Pipe it all into your own stack through the same APIs that power the rest of the platform.
Explore API & Platform Integration- Benchmarks are anonymized and aggregated — no carrier can see another carrier’s book
- Segment-level comparisons by line, class, state, and account size
- Your data is never sold or shared in identifiable form with anyone
- Minimum-participant thresholds prevent reverse-engineering of any segment
- Benchmark access is included for contributing carriers, not sold back to you
FAQ
Data and analytics questions, answered
How fresh is the data in the dashboards?
Dashboards update as activity happens on the exchange — a bind shows up in your portfolio view within minutes, not at month-end. Scheduled exports and BI feeds run on the cadence you choose, from hourly to monthly.
Can other carriers see our production data?
No. Your dashboards, scorecards, and raw data are visible only to your organization. Market benchmarks are built from anonymized, aggregated data with minimum-participant thresholds per segment, so no contributor can be identified or reverse-engineered.
Does this replace our actuarial or BI tools?
It feeds them. The platform covers operational analytics — portfolio views, funnels, scorecards — while structured exports and data feeds deliver the underlying data into your warehouse, actuarial models, and BI tools like Power BI, Tableau, or Snowflake.
What does benchmarking cost?
Benchmark access is included for carriers contributing data to the exchange. You are never charged to see how you compare against segments your own production helps build.
Can we control who on our team sees what?
Yes. Role-based access lets you scope dashboards and exports by team — underwriting sees funnel and appetite views, distribution sees producer scorecards, and leadership sees the portfolio roll-up — with user-level permissions you administer.
Stop steering the book by last quarter's numbers
Join Insurance Exchange and every quote, bind, and claim starts feeding dashboards, scorecards, and benchmarks from day one.