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If you're serious about turning data into dollars, before the lock-ins arrive, let's connect. I'd love to show you how AgencyKPI is helping top brokers and networks take the guesswork out of contingencies.

Market Assistance – the data platform already trusted by top agencies and networks to drive placement efficiency, is about to get a major upgrade. We’re expanding its capabilities to help producers and leaders not only place smarter but also sell more and prospect better.

What’s New?

Cross Selling Insights

Surface “next best coverage” opportunities inside your existing book.

Finds gaps by NAICS and common coverage bundles
Prioritizes monoline/high-premium accounts near renewal
Provides clear commission uplift estimates
Helps producers focus on who to call, what to pitch, and when
Leverages our platform’s knowledge of your book (retention and commission rates) and carrier agreements to predict lifetime value and profitability of these new accounts and policies

Prospecting Support

Go beyond your current book with intelligent prospecting.

Integrates third-party data (think phone numbers & email addresses)
Identifies high-potential prospects that look like your best clients
Gives producers a curated list of leads that are most likely to convert• Again leverages platform knowledge of your book and carrier agreements
Again leverages platform knowledge of your book and carrier agreements to predict lifetime value and profitability

Why it matters:

With Placement + Cross Sell + Prospecting, Market Assistance now delivers a closed-loop growth engine:

Find the right prospects → Place business efficiently → Cross-sell to deepen relationships.

This is just the beginning. Our vision is to transform Market Assistance into a true next-best-action platform for agencies, brokers, and networks.

Every summer, a quiet but critical clock starts ticking in our industry.

Brokers and networks begin watching their books, carrier relationships, and premium performance like hawks, all leading up to one of the most financially impactful milestones of the year:

Contingency and profit share lock-ins.

For those unfamiliar, these "lock-ins" are the cut-off dates carriers use to finalize eligibility for profit sharing, growth bonuses, and other contingency programs. The decisions you make right now, not in December — determine whether you hit those targets.

But Here's the Problem…

Too often, brokers and networks are left flying blind. Fragmented carrier reports, outdated spreadsheets, inconsistent producer data, it all adds uncertainty.

Are you on track with written premium growth across your major carriers?
Are you close to hitting the loss ratio or retention thresholds needed to unlock bonuses?
Do you know which producers, locations, or programs are helping or hurting your contingency potential?

If you can't answer those questions with confidence, you're already behind schedule.

Enter AgencyKPI: Real-Time Visibility for Smarter Lock-In Decisions

At AgencyKPI, we help brokerages and networks cut through the noise with real-time, carrier-normalized performance insights that empower you to:

Track premium growth, loss ratios, and contingency eligibility carrier by carrier, side by side.
Identify underperforming locations or producers before they jeopardize bonuses.
Spot missed opportunities to shift business, improve placement strategies, or renegotiate terms.
Eliminate guesswork with dashboards that bring your book, your partners, and your network into one clean, actionable view.

As one of our clients put it:

“With AgencyKPI, we don’t just hope for good contingencies. We engineer them.”

Will you be ready when the contingency window starts closing?

Whether you're a regional broker, part of a national network, or managing a growing book of carrier partnerships, the next few months will define your bottom line for the year.

You can wait for fragmented reports and reactive decisions…

Or you can arm yourself with data, visibility, and control to ensure you hit and maximize those contingencies and profit share targets.

Let's Talk

#Insurance #Brokerage #DataDrivenDecisions #AgencyKPI #ProfitShare #ContingencyBonuses #Networks #CarrierRelations

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Using Data to Maximize Contingency & Profit Share Bonuses Before It’s Too Late