Book Analytics: the data brain your AMS was never built to be
Your agency's book-of-business data already lives in your AMS: it's just locked in a format built for lookups, not analysis. Book Analytics turns a live HawkSoft or NowCerts sync, or the exports you already produce, into carrier concentration, producer growth, and retention dashboards. No migration. Nothing to rip and replace.
Book a demoLive sync for HawkSoft and NowCerts. Works from the exports every major AMS already produces.
By Trey Yadon, Founder, OpSpring.ai. Updated .
Your AMS has reports. You still live in Excel.
Every major AMS can run reports, but most are built for single-period operational lookups, not the trend analysis owners actually need. So the quarterly book review still ends up in a spreadsheet, rebuilt by hand every cycle, error-prone, and quietly skipped when things get busy.
That's the gap Book Analytics fills. For how to measure retention by line from your own exports, read Why Your AMS Reports Aren't Enough.
The questions native reporting hides
Map your export columns once. Book Analytics refreshes these every cycle, automatically.
Carrier concentration over time
See your premium share by carrier tracked across quarters, so an appetite shift, commission cut, or market exit never catches you off guard.
Producer growth vs. coasting
New vs. renewal premium per producer, so compensation and accountability track reality instead of headcount.
Retention by line and carrier
Find where the book is actually leaking, not just the blended number that hides the problem.
Premium & book-composition trends
Real growth once you net out rate, and a clear view of which segments drive the agency.
Replacing AgencyKPI?
With AgencyKPI having ceased operations, agencies and networks lost the layer that turned management-system data into business intelligence. Book Analytics restores that view (carrier performance, production trends, and book composition) and runs on the AMS exports you already have. See what agencies are doing now, or go straight to our AgencyKPI alternative page, which compares Book Analytics with the other options agencies are using.
Frequently asked questions
What is insurance agency book analytics?
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Book analytics turns your agency’s book-of-business data (policies, premiums, carriers, producers, retention, and renewals) into ongoing, trend-aware insight rather than one-off reports. It answers the questions native AMS reporting struggles with: how carrier concentration is shifting, which producers are growing, where retention is leaking, and which segments are most profitable.
Do I have to switch my AMS to use Book Analytics?
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No. Your book-of-business data already lives in your AMS. Book Analytics syncs live with HawkSoft and NowCerts, and works from the exports your AMS already produces, including Applied Epic, EZLynx, AMS360, and Jenesis, so you keep your system of record and add an analysis layer on top, with nothing to migrate.
Is Book Analytics an alternative to AgencyKPI?
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Yes. With AgencyKPI having ceased operations, Book Analytics restores the aggregated, trend-aware view of your book that agencies relied on (carrier performance, production trends, and book composition) and runs directly on your existing AMS exports rather than requiring a separate data platform.
Is Book Analytics available now, and what does it cost?
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Yes. Book Analytics is live and included on every ProducerHQ plan, with no credit cost and unlimited seats. Book a ProducerHQ demo to see it on your own book.
See it on your own book
Book Analytics is included on every ProducerHQ plan, with no credit cost and unlimited seats. Book a ProducerHQ demo and we walk through it with you.
Book a demo