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2025 Best Business Intelligence & Dashboard Tools for Insurance Agents Comparison: Top 10

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

Looking for more? The entire Business Intelligence & Dashboard Tools guide is here.

Business Intelligence & Dashboard Tools for Insurance Agents
Albert Richer

Insurance agents operate in a fast-paced, information-dense environment. Each day brings a deluge of data, from policy details to customer profiles, and myriad metrics that inform critical business decisions. Insurance agents operate in a fast-paced, information-dense environment. Each day brings a deluge of data, from policy details to customer profiles, and myriad metrics that inform critical business decisions. The reality of this profession involves juggling multiple clients, each with distinct insurance needs and histories.

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1
Expert Score
9.0 / 10
513
149
RISK MANAGEMENT PRO
1
Tableau Insurance Analytics
9.0

Tableau Insurance Analytics

Tableau Insurance Analytics
View Website
Enterprise pricing available
RISK MANAGEMENT PRO

Why We Love It

Tableau's Insurance Analytics is a game-changer for the insurance industry. With its custom-tailored features, it allows insurance providers to make data-driven decisions, manage risks effectively, and enhance customer experiences. What makes it stand out is its ability to turn complex data into easy-to-understand, interactive dashboards, making it easier for insurance professionals to predict trends and make informed decisions. It's the perfect blend of simplicity, power, and industry specificity.

Pros

  • Industry-specific features
  • Intuitive dashboards
  • Robust analytics capabilities
  • Risk management
  • Data-driven insights

Cons

  • Steep learning curve
  • Enterprise-level pricing might be high for small businesses

Enterprise pricing available

Tableau’s Insurance Analytics is tailored to the insurance industry, enabling providers to leverage data-driven insights, manage risk effectively, and create digital-first customer experiences. The platform's robust analytics capabilities and intuitive dashboards address the unique needs of insurance agents, allowing them to make informed decisions and predict trends.

Pros

  • Industry-specific features
  • Intuitive dashboards
  • Robust analytics capabilities
  • Risk management
  • Data-driven insights

Cons

  • Steep learning curve
  • Enterprise-level pricing might be high for small businesses
RISK MANAGEMENT PRO

Why We Love It

Tableau's Insurance Analytics is a game-changer for the insurance industry. With its custom-tailored features, it allows insurance providers to make data-driven decisions, manage risks effectively, and enhance customer experiences. What makes it stand out is its ability to turn complex data into easy-to-understand, interactive dashboards, making it easier for insurance professionals to predict trends and make informed decisions. It's the perfect blend of simplicity, power, and industry specificity.

Pros

  • Industry-specific features
  • Intuitive dashboards
  • Robust analytics capabilities
  • Risk management
  • Data-driven insights

Cons

  • Steep learning curve
  • Enterprise-level pricing might be high for small businesses

Why We Love It

Tableau's Insurance Analytics is a game-changer for the insurance industry. With its custom-tailored features, it allows insurance providers to make data-driven decisions, manage risks effectively, and enhance customer experiences. What makes it stand out is its ability to turn complex data into easy-to-understand, interactive dashboards, making it easier for insurance professionals to predict trends and make informed decisions. It's the perfect blend of simplicity, power, and industry specificity.

Enterprise pricing available

Tableau’s Insurance Analytics is tailored to the insurance industry, enabling providers to leverage data-driven insights, manage risk effectively, and create digital-first customer experiences. The platform's robust analytics capabilities and intuitive dashboards address the unique needs of insurance agents, allowing them to make informed decisions and predict trends.

2
Expert Score
8.9 / 10
513
167
SALES BOOSTER
2
AMS+ Insurance Sales Analysis
8.9

AMS+ Insurance Sales Analysis

AMS+ Insurance Sales Analysis
View Website
SALES BOOSTER

Why We Love It

AMS+ is a game-changer for insurance agents, as it provides a tailored solution for monitoring and analyzing sales data. It presents data in easy-to-understand graphs and charts, giving a comprehensive overview of business health. This allows agents to quickly identify trends, track progress, and make strategic decisions. Moreover, its user-friendly interface and dedicated customer support make it an invaluable tool for every insurance professional.

Pros

  • Industry-specific features
  • Data visualization and reporting
  • Sales tracking
  • Easy integration
  • Customer support

Cons

  • May require some technical understanding
  • No publicly available pricing information

Custom pricing available upon request

AMS+ is a powerful SaaS solution specifically designed for insurance agents, focusing on sales enablement through detailed reporting and data analysis. It simplifies tracking of sales data and provides key insights, enabling insurance sales professionals to make informed decisions and boost their productivity.

Pros

  • Industry-specific features
  • Data visualization and reporting
  • Sales tracking
  • Easy integration
  • Customer support

Cons

  • May require some technical understanding
  • No publicly available pricing information
SALES BOOSTER

Why We Love It

AMS+ is a game-changer for insurance agents, as it provides a tailored solution for monitoring and analyzing sales data. It presents data in easy-to-understand graphs and charts, giving a comprehensive overview of business health. This allows agents to quickly identify trends, track progress, and make strategic decisions. Moreover, its user-friendly interface and dedicated customer support make it an invaluable tool for every insurance professional.

Pros

  • Industry-specific features
  • Data visualization and reporting
  • Sales tracking
  • Easy integration
  • Customer support

Cons

  • May require some technical understanding
  • No publicly available pricing information

Why We Love It

AMS+ is a game-changer for insurance agents, as it provides a tailored solution for monitoring and analyzing sales data. It presents data in easy-to-understand graphs and charts, giving a comprehensive overview of business health. This allows agents to quickly identify trends, track progress, and make strategic decisions. Moreover, its user-friendly interface and dedicated customer support make it an invaluable tool for every insurance professional.

Custom pricing available upon request

AMS+ is a powerful SaaS solution specifically designed for insurance agents, focusing on sales enablement through detailed reporting and data analysis. It simplifies tracking of sales data and provides key insights, enabling insurance sales professionals to make informed decisions and boost their productivity.

3
Expert Score
8.8 / 10
735
149
DATA-DRIVEN DECISIONS
CUSTOM DASHBOARDS
3
Insurity BI Software
8.8

Insurity BI Software

Insurity BI Software
View Website
Enterprise pricing available
DATA-DRIVEN DECISIONS
CUSTOM DASHBOARDS

Why We Love It

Insurity's BI Software stands out in the insurance industry for its comprehensive, industry-specific features. It brings a data-driven approach to underwriting, claims handling, and policy management, allowing insurance professionals to make informed decisions swiftly. Its real-time insights and customizable dashboards make it possible to track and adapt to trends, improving both efficiency and profitability. Moreover, it's highly scalable, catering to both growing and large-scale insurance businesses.

Pros

  • Industry-specific features
  • Powerful analytics
  • Customizable dashboards
  • Real-time insights
  • High scalability

Cons

  • May require technical expertise
  • Pricing might be high for small businesses

Enterprise pricing available

Insurity's Business Intelligence Software is designed specifically for the insurance industry, providing comprehensive insights across underwriting, claims, and policy management. The tool offers built-in dashboards and visualizations that enable insurance professionals to enhance product functionality, improve decision-making processes, and gain faster insights to respond to industry changes.

Pros

  • Industry-specific features
  • Powerful analytics
  • Customizable dashboards
  • Real-time insights
  • High scalability

Cons

  • May require technical expertise
  • Pricing might be high for small businesses
DATA-DRIVEN DECISIONS
CUSTOM DASHBOARDS

Why We Love It

Insurity's BI Software stands out in the insurance industry for its comprehensive, industry-specific features. It brings a data-driven approach to underwriting, claims handling, and policy management, allowing insurance professionals to make informed decisions swiftly. Its real-time insights and customizable dashboards make it possible to track and adapt to trends, improving both efficiency and profitability. Moreover, it's highly scalable, catering to both growing and large-scale insurance businesses.

Pros

  • Industry-specific features
  • Powerful analytics
  • Customizable dashboards
  • Real-time insights
  • High scalability

Cons

  • May require technical expertise
  • Pricing might be high for small businesses

Why We Love It

Insurity's BI Software stands out in the insurance industry for its comprehensive, industry-specific features. It brings a data-driven approach to underwriting, claims handling, and policy management, allowing insurance professionals to make informed decisions swiftly. Its real-time insights and customizable dashboards make it possible to track and adapt to trends, improving both efficiency and profitability. Moreover, it's highly scalable, catering to both growing and large-scale insurance businesses.

Enterprise pricing available

Insurity's Business Intelligence Software is designed specifically for the insurance industry, providing comprehensive insights across underwriting, claims, and policy management. The tool offers built-in dashboards and visualizations that enable insurance professionals to enhance product functionality, improve decision-making processes, and gain faster insights to respond to industry changes.

4
Expert Score
8.5 / 10
727
152
REAL-TIME INSIGHTS
SCALABLE SOLUTIONS
4
Insurance Analytics Dashboards
8.5

Insurance Analytics Dashboards

Insurance Analytics Dashboards
View Website
Enterprise pricing available
REAL-TIME INSIGHTS
SCALABLE SOLUTIONS

Why We Love It

We love Waterstreet's Business Intelligence for Insurance because it is a powerful, cloud-based SaaS solution tailored for insurance professionals. It simplifies complex data analysis, making it easy for insurance agents to gain actionable insights from their data. Its integration with Microsoft Power BI is a huge plus, offering a familiar interface and robust analytical capabilities.

Pros

  • Plug & play dashboards
  • Insurance-specific insights
  • Cloud-based
  • Integration with Microsoft Power BI
  • Built on standard data lake

Cons

  • Prior knowledge of Microsoft Power BI required
  • Limited customization
  • Price may be high for small agencies

Enterprise pricing available

Waterstreet's Business Intelligence for Insurance leverages Microsoft Power BI to provide ready-to-use insurance analytics dashboards. It specifically caters to insurance agents, providing a clear, visual presentation of complex data sets related to their industry, fostering data-driven decision-making.

Pros

  • Plug & play dashboards
  • Insurance-specific insights
  • Cloud-based
  • Integration with Microsoft Power BI
  • Built on standard data lake

Cons

  • Prior knowledge of Microsoft Power BI required
  • Limited customization
  • Price may be high for small agencies
REAL-TIME INSIGHTS
SCALABLE SOLUTIONS

Why We Love It

We love Waterstreet's Business Intelligence for Insurance because it is a powerful, cloud-based SaaS solution tailored for insurance professionals. It simplifies complex data analysis, making it easy for insurance agents to gain actionable insights from their data. Its integration with Microsoft Power BI is a huge plus, offering a familiar interface and robust analytical capabilities.

Pros

  • Plug & play dashboards
  • Insurance-specific insights
  • Cloud-based
  • Integration with Microsoft Power BI
  • Built on standard data lake

Cons

  • Prior knowledge of Microsoft Power BI required
  • Limited customization
  • Price may be high for small agencies

Why We Love It

We love Waterstreet's Business Intelligence for Insurance because it is a powerful, cloud-based SaaS solution tailored for insurance professionals. It simplifies complex data analysis, making it easy for insurance agents to gain actionable insights from their data. Its integration with Microsoft Power BI is a huge plus, offering a familiar interface and robust analytical capabilities.

Enterprise pricing available

Waterstreet's Business Intelligence for Insurance leverages Microsoft Power BI to provide ready-to-use insurance analytics dashboards. It specifically caters to insurance agents, providing a clear, visual presentation of complex data sets related to their industry, fostering data-driven decision-making.

5
Expert Score
8.4 / 10
549
114
SECURE DATA HANDLING
5
COBIT BI for Insurance
8.4

COBIT BI for Insurance

COBIT BI for Insurance
View Website
Enterprise pricing available
SECURE DATA HANDLING

Why We Love It

COBIT's Business Intelligence for Insurance Report & Dashboards is a game-changer for insurance professionals. It's not just a generic business intelligence tool; it's specifically designed for the insurance industry. The software takes into consideration the unique needs and challenges of insurance agents, offering insights that help drive growth and optimize operations. Plus, with its strong emphasis on data security, agents can rest easy knowing their sensitive information is well-protected.

Pros

  • Industry-specific features
  • Strong data security
  • Accessible anywhere
  • Customizable dashboards
  • Data-driven insights

Cons

  • Pricing details not readily available
  • May require technical proficiency
  • Limited customer support

Enterprise pricing available

COBIT's Business Intelligence for Insurance Report & Dashboards is a tailored SaaS solution for insurance agents, which focuses on data security and confidentiality. It provides comprehensive business insights through customizable dashboards accessible from any device, enabling agents to make data-driven decisions and streamline operations.

Pros

  • Industry-specific features
  • Strong data security
  • Accessible anywhere
  • Customizable dashboards
  • Data-driven insights

Cons

  • Pricing details not readily available
  • May require technical proficiency
  • Limited customer support
SECURE DATA HANDLING

Why We Love It

COBIT's Business Intelligence for Insurance Report & Dashboards is a game-changer for insurance professionals. It's not just a generic business intelligence tool; it's specifically designed for the insurance industry. The software takes into consideration the unique needs and challenges of insurance agents, offering insights that help drive growth and optimize operations. Plus, with its strong emphasis on data security, agents can rest easy knowing their sensitive information is well-protected.

Pros

  • Industry-specific features
  • Strong data security
  • Accessible anywhere
  • Customizable dashboards
  • Data-driven insights

Cons

  • Pricing details not readily available
  • May require technical proficiency
  • Limited customer support

Why We Love It

COBIT's Business Intelligence for Insurance Report & Dashboards is a game-changer for insurance professionals. It's not just a generic business intelligence tool; it's specifically designed for the insurance industry. The software takes into consideration the unique needs and challenges of insurance agents, offering insights that help drive growth and optimize operations. Plus, with its strong emphasis on data security, agents can rest easy knowing their sensitive information is well-protected.

Enterprise pricing available

COBIT's Business Intelligence for Insurance Report & Dashboards is a tailored SaaS solution for insurance agents, which focuses on data security and confidentiality. It provides comprehensive business insights through customizable dashboards accessible from any device, enabling agents to make data-driven decisions and streamline operations.

6
Expert Score
7.2 / 10
438
163
USER-FRIENDLY DESIGN
INTEGRATION MASTER
6
VCA Insurance BI Tools
7.2

VCA Insurance BI Tools

VCA Insurance BI Tools
View Website
Pricing model information not available directly on website
USER-FRIENDLY DESIGN
INTEGRATION MASTER

Why We Love It

VCA Insurance Business Intelligence tools are a standout solution in the Insurance industry. The software effectively caters to the unique needs of insurance agents, providing them with intuitive, easy-to-use tools for comprehensive data analysis. This allows professionals to better understand their performance metrics, identify and follow trends, and make data-driven decisions that propel their business forward. The self-service reporting tools also empower users to generate their own reports, enhancing convenience and efficiency.

Pros

  • Tailored for insurance industry
  • Interactive dashboards
  • Self-service reporting tools
  • Intuitive data visualization

Cons

  • Pricing not transparent
  • May require technical understanding for full utilization

Pricing model information not available directly on website

VCA Insurance Business Intelligence tools are specifically designed to address the complex data analysis needs of insurance agents. The software solution offers interactive dashboards showcasing vital KPIs and trends, self-service reporting tools, and data visualization features to make pattern recognition effortless.

Pros

  • Tailored for insurance industry
  • Interactive dashboards
  • Self-service reporting tools
  • Intuitive data visualization

Cons

  • Pricing not transparent
  • May require technical understanding for full utilization
USER-FRIENDLY DESIGN
INTEGRATION MASTER

Why We Love It

VCA Insurance Business Intelligence tools are a standout solution in the Insurance industry. The software effectively caters to the unique needs of insurance agents, providing them with intuitive, easy-to-use tools for comprehensive data analysis. This allows professionals to better understand their performance metrics, identify and follow trends, and make data-driven decisions that propel their business forward. The self-service reporting tools also empower users to generate their own reports, enhancing convenience and efficiency.

Pros

  • Tailored for insurance industry
  • Interactive dashboards
  • Self-service reporting tools
  • Intuitive data visualization

Cons

  • Pricing not transparent
  • May require technical understanding for full utilization

Why We Love It

VCA Insurance Business Intelligence tools are a standout solution in the Insurance industry. The software effectively caters to the unique needs of insurance agents, providing them with intuitive, easy-to-use tools for comprehensive data analysis. This allows professionals to better understand their performance metrics, identify and follow trends, and make data-driven decisions that propel their business forward. The self-service reporting tools also empower users to generate their own reports, enhancing convenience and efficiency.

Pricing model information not available directly on website

VCA Insurance Business Intelligence tools are specifically designed to address the complex data analysis needs of insurance agents. The software solution offers interactive dashboards showcasing vital KPIs and trends, self-service reporting tools, and data visualization features to make pattern recognition effortless.

7
Expert Score
6.7 / 10
437
44
7
InetSoft Department BI Dashboards
6.7

InetSoft Department BI Dashboards

InetSoft Department BI Dashboards
View Website
Enterprise pricing available

Why We Love It

What makes InetSoft Department BI Dashboards stand out is its industry-specific focus. It is tailor-made for insurance agents who need to process and analyze large volumes of claim data. The real-time monitoring feature allows for swift action, reducing claim processing times and improving customer satisfaction. The ability to create custom dashboards and reports is also a big plus, granting agents the flexibility they need to manage their workflows.

Pros

  • Tailored for insurance industry
  • Intuitive data visualization
  • Efficient claims management
  • Real-time monitoring

Cons

  • May require tech-savviness
  • No small business pricing

Enterprise pricing available

InetSoft Department BI Dashboards is a dedicated software solution for insurance agents looking for streamlined claim management. Its intuitive interface allows users to build and analyze data visualizations, enabling efficient sorting, filtering, and monitoring of insurance claims.

Pros

  • Tailored for insurance industry
  • Intuitive data visualization
  • Efficient claims management
  • Real-time monitoring

Cons

  • May require tech-savviness
  • No small business pricing

Why We Love It

What makes InetSoft Department BI Dashboards stand out is its industry-specific focus. It is tailor-made for insurance agents who need to process and analyze large volumes of claim data. The real-time monitoring feature allows for swift action, reducing claim processing times and improving customer satisfaction. The ability to create custom dashboards and reports is also a big plus, granting agents the flexibility they need to manage their workflows.

Pros

  • Tailored for insurance industry
  • Intuitive data visualization
  • Efficient claims management
  • Real-time monitoring

Cons

  • May require tech-savviness
  • No small business pricing

Why We Love It

What makes InetSoft Department BI Dashboards stand out is its industry-specific focus. It is tailor-made for insurance agents who need to process and analyze large volumes of claim data. The real-time monitoring feature allows for swift action, reducing claim processing times and improving customer satisfaction. The ability to create custom dashboards and reports is also a big plus, granting agents the flexibility they need to manage their workflows.

Enterprise pricing available

InetSoft Department BI Dashboards is a dedicated software solution for insurance agents looking for streamlined claim management. Its intuitive interface allows users to build and analyze data visualizations, enabling efficient sorting, filtering, and monitoring of insurance claims.

8
Expert Score
6.7 / 10
610
95
INSURANCE INSIGHTS
KPI TRACKING
8
Panorama Insurance BI
6.7

Panorama Insurance BI

Panorama Insurance BI
View Website
Custom enterprise pricing available.
INSURANCE INSIGHTS
KPI TRACKING

Why We Love It

Insurance professionals love Panorama's Insurance BI because it's tailored to their unique needs. It not only provides advanced analytics but also monitors risk factors, enabling proactive decision-making. Its ability to track KPIs efficiently ensures that goals are met and performance is optimized. Moreover, it's integration-friendly, making it a versatile tool for any insurance agency.

Pros

  • Industry-specific features
  • Advanced data analytics
  • Risk mitigation tools
  • Efficient KPI tracking
  • Easy integration

Cons

  • Potential steep learning curve
  • Complex for beginners
  • Requires technical expertise

Custom enterprise pricing available.

Panorama's Insurance Business Intelligence (BI) solution, Necto, is specially designed for the insurance industry. It aids insurance companies in gaining insights from complex data, tracking key performance indicators (KPIs), and mitigating risks. This tool aids in streamlining operations, improving decision-making, and enhancing customer service.

Pros

  • Industry-specific features
  • Advanced data analytics
  • Risk mitigation tools
  • Efficient KPI tracking
  • Easy integration

Cons

  • Potential steep learning curve
  • Complex for beginners
  • Requires technical expertise
INSURANCE INSIGHTS
KPI TRACKING

Why We Love It

Insurance professionals love Panorama's Insurance BI because it's tailored to their unique needs. It not only provides advanced analytics but also monitors risk factors, enabling proactive decision-making. Its ability to track KPIs efficiently ensures that goals are met and performance is optimized. Moreover, it's integration-friendly, making it a versatile tool for any insurance agency.

Pros

  • Industry-specific features
  • Advanced data analytics
  • Risk mitigation tools
  • Efficient KPI tracking
  • Easy integration

Cons

  • Potential steep learning curve
  • Complex for beginners
  • Requires technical expertise

Why We Love It

Insurance professionals love Panorama's Insurance BI because it's tailored to their unique needs. It not only provides advanced analytics but also monitors risk factors, enabling proactive decision-making. Its ability to track KPIs efficiently ensures that goals are met and performance is optimized. Moreover, it's integration-friendly, making it a versatile tool for any insurance agency.

Custom enterprise pricing available.

Panorama's Insurance Business Intelligence (BI) solution, Necto, is specially designed for the insurance industry. It aids insurance companies in gaining insights from complex data, tracking key performance indicators (KPIs), and mitigating risks. This tool aids in streamlining operations, improving decision-making, and enhancing customer service.

9
Expert Score
6.7 / 10
548
94
TREND PREDICTOR
9
Explore: Insurance BI Software
6.7

Explore: Insurance BI Software

Explore: Insurance BI Software
View Website
Enterprise pricing available
TREND PREDICTOR

Why We Love It

Explore stands out for its industry-specific, data-driven functionality. It’s a perfect fit for insurance professionals who need to dive deep into their data and extract valuable insights. It not only aids in the underwriting process and claims management but also provides valuable insights into sales and service management. This comprehensive tool is designed to empower insurance agents to make informed decisions and drive profitable growth.

Pros

  • Industry-specific analytics
  • Smart underwriting solutions
  • Efficient claims management
  • Sales and service management insights
  • Data-driven decision making

Cons

  • May require technical expertise
  • Pricing details not transparently available

Enterprise pricing available

Explore is a powerful SaaS solution tailored for insurance agents. It leverages data to provide deep insights for underwriting, claims, sales, and service management decisions. The software's industry-specific features help identify trends, predict outcomes, and drive profitable growth.

Pros

  • Industry-specific analytics
  • Smart underwriting solutions
  • Efficient claims management
  • Sales and service management insights
  • Data-driven decision making

Cons

  • May require technical expertise
  • Pricing details not transparently available
TREND PREDICTOR

Why We Love It

Explore stands out for its industry-specific, data-driven functionality. It’s a perfect fit for insurance professionals who need to dive deep into their data and extract valuable insights. It not only aids in the underwriting process and claims management but also provides valuable insights into sales and service management. This comprehensive tool is designed to empower insurance agents to make informed decisions and drive profitable growth.

Pros

  • Industry-specific analytics
  • Smart underwriting solutions
  • Efficient claims management
  • Sales and service management insights
  • Data-driven decision making

Cons

  • May require technical expertise
  • Pricing details not transparently available

Why We Love It

Explore stands out for its industry-specific, data-driven functionality. It’s a perfect fit for insurance professionals who need to dive deep into their data and extract valuable insights. It not only aids in the underwriting process and claims management but also provides valuable insights into sales and service management. This comprehensive tool is designed to empower insurance agents to make informed decisions and drive profitable growth.

Enterprise pricing available

Explore is a powerful SaaS solution tailored for insurance agents. It leverages data to provide deep insights for underwriting, claims, sales, and service management decisions. The software's industry-specific features help identify trends, predict outcomes, and drive profitable growth.

10
Expert Score
6.6 / 10
462
54
10
Epic Dashboards Data Visualizations
6.6

Epic Dashboards Data Visualizations

Epic Dashboards Data Visualizations
View Website
Pricing model information is not publicly disclosed. Contact the vendor for a custom quote.

Why We Love It

Epic Dashboards offers a powerful data visualization tool that is tailored for the insurance industry. It helps agents to make informed decisions by providing insights into data that matter the most for their business. Its real-time data capabilities and role-based settings make it a versatile tool for teams of all sizes. Its ability to create custom dashboards gives a targeted view of data, making it an indispensable tool for insurance agencies.

Pros

  • Industry-specific features
  • Easy integration
  • Customizable dashboards
  • Real-time data
  • Role-based access

Cons

  • Pricing not transparent
  • May be complex for beginners
  • Lack of pre-built templates

Pricing model information is not publicly disclosed. Contact the vendor for a custom quote.

Epic Dashboards Role-Based Data Visualizations is a SaaS solution specifically designed for insurance agents. It provides flexibility to create visualizations that provide deep insights into data crucial for managing insurance portfolios and understanding customer behaviour.

Pros

  • Industry-specific features
  • Easy integration
  • Customizable dashboards
  • Real-time data
  • Role-based access

Cons

  • Pricing not transparent
  • May be complex for beginners
  • Lack of pre-built templates

Why We Love It

Epic Dashboards offers a powerful data visualization tool that is tailored for the insurance industry. It helps agents to make informed decisions by providing insights into data that matter the most for their business. Its real-time data capabilities and role-based settings make it a versatile tool for teams of all sizes. Its ability to create custom dashboards gives a targeted view of data, making it an indispensable tool for insurance agencies.

Pros

  • Industry-specific features
  • Easy integration
  • Customizable dashboards
  • Real-time data
  • Role-based access

Cons

  • Pricing not transparent
  • May be complex for beginners
  • Lack of pre-built templates

Why We Love It

Epic Dashboards offers a powerful data visualization tool that is tailored for the insurance industry. It helps agents to make informed decisions by providing insights into data that matter the most for their business. Its real-time data capabilities and role-based settings make it a versatile tool for teams of all sizes. Its ability to create custom dashboards gives a targeted view of data, making it an indispensable tool for insurance agencies.

Pricing model information is not publicly disclosed. Contact the vendor for a custom quote.

Epic Dashboards Role-Based Data Visualizations is a SaaS solution specifically designed for insurance agents. It provides flexibility to create visualizations that provide deep insights into data crucial for managing insurance portfolios and understanding customer behaviour.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1Tableau Insurance Analytics
 Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, Google Workspace, Microsoft 365 Yes Contact for pricing
2AMS+ Insurance Sales Analysis
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
3Insurity BI Software
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
4Insurance Analytics Dashboards
 Web-only No Contact for trial No Enterprise API only Email/Ticket only Not specified Microsoft Power BI Enterprise plans only Contact for pricing
5COBIT BI for Insurance
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
6VCA Insurance BI Tools
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
7Explore: Insurance BI Software
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
8Panorama Insurance BI
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
9InetSoft Department BI Dashboards
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
10Epic Dashboards Data Visualizations
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Not specified Enterprise plans only Contact for pricing
1

Tableau Insurance Analytics

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
2

AMS+ Insurance Sales Analysis

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
3

Insurity BI Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
4

Insurance Analytics Dashboards

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Power BI
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
5

COBIT BI for Insurance

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
6

VCA Insurance BI Tools

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
7

Explore: Insurance BI Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
8

Panorama Insurance BI

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
9

InetSoft Department BI Dashboards

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
10

Epic Dashboards Data Visualizations

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Not specified
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing

Similar Categories

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Business Intelligence & Dashboard Tools for Contractors

How We Rank Products

How We Evaluate Products

Our Evaluation Process

Professionals in the insurance industry exhibit a distinct pattern of decision-making when choosing Business Intelligence & Dashboard Tools. Given the nature of their work, they prioritize software that aligns with their operational pressures and time-sensitive workflows. For instance, during peak claim times after widespread incidents, they must swiftly analyze and process significant amounts of data. A tool that enables efficient collation and interpretation of such data becomes a valuable asset.

In this industry, coordination challenges and recurring bottlenecks are common occurrences. Insurance agents often manage multiple tasks and clients simultaneously, requiring effective task management and communication capabilities. For example, when handling high volumes of claims, the ability to clearly visualize and track each claim’s progress, from filing to payout, can greatly enhance operational efficiency. A dashboard tool that provides this level of detailed oversight is highly sought after.

Another recurring theme in the insurance agents' selection criteria is the emphasis on historical data. They frequently rely on multi-year service histories and past claim records for risk assessment and policy pricing. This makes the ability to retrieve and analyze historical data an indispensable capability. For instance, in scenarios where an agent needs to cross-verify a client's claim history, a tool that facilitates quick retrieval and visualization of such data is of paramount importance.

Insurance agents also appreciate dashboard tools that can offer real-time updates. In an industry where field agents are constantly on the move, meeting clients and assessing claims, real-time updates can be critical for effective coordination. For instance, if an agent is in the field assessing a claim and needs to consult a client's policy details, a dashboard tool that provides instant access to such information can be a real boon.

Similar operational demands can be observed in the contracting industry and among digital marketing agencies. These professions, like insurance agents, require efficient tools to manage large volumes of data and coordinate multiple tasks simultaneously. They also appreciate tools that provide real-time updates and facilitate easy access to historical data. Therefore, patterns seen in these industries can provide additional context when evaluating the selection behavior of insurance agents.

Overall, the insurance industry's choice of Business Intelligence & Dashboard Tools is influenced by a combination of daily workflow constraints, operational pressures, and the need for efficient data management. The ability to handle multiple tasks, coordinate effectively, and access real-time and historical data are key factors that shape their selection process.

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Frequently Asked Questions About Business Intelligence & Dashboard Tools for Insurance Agents

What makes a business intelligence & dashboard tools for insurance agents the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your business intelligence & dashboard tools for insurance agents recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of business intelligence & dashboard tools for insurance agents?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means