How to Use the Agency Overview Report in Momentum AMS

The Agency Overview report in Momentum AMS provides a high-level snapshot of your agency’s performance.

Step 1: Accessing the Agency Overview Report

1. Log into Momentum AMS using your credentials.
2. Navigate to the left-hand menu and click on Agency Overview, located just above the "Interactive Reports" section.
3. Once inside, choose from the available view options:
   • Specific Month in Review: Focus on data from a single month.
   • Last Year in Review: Review annual trends and performance metrics.

Step 2: Reviewing Customer Metrics

1. In the Customer Metrics section, you can view:
   • The total number of active customers during the selected period.
   • New customers acquired, along with the premium value they bring.
   • Lost customers and the premium value associated with cancellations.
2. Use this information to track customer acquisition, retention, and churn rates over time.

Step 3: Reviewing Policy Metrics

1. The Policy Metrics section provides a breakdown of:
   • Active policies: Total policies currently in force.
   • New policies: Policies written during the selected period, segmented by commercial and personal lines.
   • Lost policies: Policies canceled or expired, along with the premium impact.
2. Drill into these numbers to identify growth opportunities or retention concerns.

Step 4: Using the "Policies Trends" and "Customers Trends" Icons

1. Located on the right side of the report, above their respective sections, are the Policies Trends and Customers Trends icons.
2. Click these icons to analyze how policies and customers have been trending over time.
   • View patterns of growth or decline for a clearer picture of your agency’s performance.
   • Use this data to make adjustments, such as targeting underperforming areas or replicating successful strategies.

Step 5: Segmenting Data for Deeper Insights

1. The Agency Overview report allows you to segment data by key categories, such as:
   • Agents or CSRs: Track individual contributions to your agency’s performance.
   • Lines of Business: See how commercial, personal, or specialty lines are performing.
   • Locations or States: Identify geographic trends and opportunities.
2. Use segmentation to better understand what’s driving your results and where improvements can be made.

Step 6: Switching Between Views

1. Use the dropdown menus to easily toggle between:
   • Specific months to analyze short-term performance.
   • The Last Year in Review to identify long-term trends and seasonal patterns.
2. This flexibility allows you to evaluate performance from multiple perspectives, helping with both strategic planning and day-to-day management.

Step 7: Taking Action Based on Insights

1. Use the insights from the Agency Overview report to:
   • Identify key growth opportunities (e.g., new customers or policies).
   • Address retention issues by analyzing lost customers or policies.
   • Recognize trends in premiums and revenue to guide business decisions.
2. Leverage this information to set actionable goals for agents, CSRs, or your entire team.

Conclusion

The Agency Overview report is an essential tool for monitoring your agency’s overall performance. With features like customer and policy metrics, trend analysis, and segmentation, it provides the insights you need to make informed decisions. Whether you’re focusing on a single month or reviewing the past year, this report helps you track progress and plan for the future.

If you have questions about using the Agency Overview report, the Momentum AMS support team is always ready to assist.