Demo Agent Performance

Narrow performance views by line of business.

Agency year-over-year

Current year vs prior year for the whole book.

Agent Detail

Metric	Current year	Prior year	Year-over-year

Customer KPIs

Customer health and cross-sell indicators from the Agency Intelligence report.

Customers

Policy KPIs

Policy volume, premium, and 12-month movement across the book.

Policies

Agency Owner Book Breakdown

Producing agent totals for premium, clients, written policies, renewals, lapse, and retention.

Cost reports

Operating cost allocated by premium share for per-agent customer economics.

Agent	Allocated cost	Cost / customer	Premium share

Manage performance data

Import HawkSoft producer metrics or edit agency costs and agent totals manually. Changes save to data/agency-intelligence.json on the server.

Import HawkSoft CSV

Export producers from HawkSoft Agency Intelligence or an Advanced Report, then upload here. Required column: agent name. Optional: code, role, customers, premium, written, retained, lapse.

Annual operating cost ($) Employee count Current year Prior year

Code	Name	Role	Customers	Premium ($)	Policies written

Agent Performance