Account Rounding — New Report Overview

Nov 24, 2025

We’re excited to introduce the Account Rounding report — a single, streamlined revenue-focused tool designed to help managers, producers, and account managers turn coverage gaps into growth opportunities.

This report provides both leadership-level visibility across the entire agency and personalized insights for individual producers and account managers.

Before You Begin: Access & Permissions

If your organization uses Groups in the Admin Portal, you must explicitly enable the Account Rounding report for each group that should have access.

If you use Groups: Update the group’s report access settings.

If you do not use Groups: No action is required — users will see the report automatically.

If this functionality sounds helpful, here is a link to the Admin Portal articles. You can also reach out to [email protected] for assistance.

Producer & Account Manager Mapping (New Requirement)

Because Account Rounding provides both agency-wide and user-specific views, Admins can now map AgencyKPI subscribers to the various AMS employee accounts used for producers and account managers.

Why Mapping Is Needed

AMS producer names are often inconsistent or duplicated due to:

Spelling variations
Initials vs. full names
Nicknames
Historical naming formats

Mapping resolves these inconsistencies so each producer or account manager sees only their own assigned clients.

What Mapping Does

Mapped users will see only their own book of business in the Account Rounding report.
Unmapped users will see the full report.

Important: Do Not Map Admins or Anyone Who Needs Full Visibility

Do not map:

Agency admins
Managers
Staff who analyze production across the entire agency

Mapping these users would restrict their visibility to a single producer’s book of business.

What You’ll Map

Match each AMS-name variation to the correct AgencyKPI subscriber.
Mapping can be updated at any time if:

Staff changes occur
AMS naming formats change
New users are added
You want to audit or refine mappings

Unlimited Users Reminder

Your subscription includes unlimited user seats, making this a great time to:

Add missing producers or account managers
Ensure your user list is complete
Clean up naming consistency before enabling mapping

Our team is available to help review or update your user list.

What These Reports Do

Role	View	Core Objective
Managers	Full Account Rounding Dashboard	Visualize potential revenue lift across producers, carriers, and lines of business; prioritize outreach; monitor upsell activity.
Producers & Account Managers	Mapped Account Rounding View	Review opportunities within their assigned book, identify missing coverages, and act on suggested placements.

Account Rounding Report Overview

Below is a walkthrough of the full Account Rounding report, including KPIs, filters, charts, and drill-down functionality.

Accessing the Report

Users will see Account Rounding in the left-side navigation.
Selecting this tab opens the full dashboard, which defaults to Chart View.

Filters & Page Controls

A selection bar at the top of the page allows users to filter by:

Producer Name
Account Manager Name
Account Name
Expiration Date Range

All visuals and tables update automatically based on these selections.

Chart View Overview

Pipeline KPIs

The top of Chart View includes four core KPIs:

Total Opportunities
High Likelihood Opportunities
Estimated Revenue
Realized Opp Revenue (YTD) — select this KPI to see additional insights

The High Likelihood KPI can be toggled on or off, filtering the entire page.

Realized Opportunity Revenue (YTD) — Detailed View

Selecting the Realized Opp Revenue (YTD) KPI opens a dedicated insights page with three tabs.

1. Charts Tab

Includes multiple visualizations of realized revenue, such as:

Monthly Realized Opportunity Revenue
Line of Business Distribution
Producer View
Billing Carrier View
Primary NAICS Revenue
State Revenue

These charts highlight trends across time, producers, carriers, industries, and states.

2. Pivot Table Tab

Users can explore realized revenue by pivoting across major business dimensions:

Producer
Billing Carrier
Account State
Report Date
NAICS
Line of Business

The table rebuilds instantly based on the selected dimension.

3. Raw Data Tab

Displays all underlying data powering the KPIs and charts. From this tab, users can:

Download the full report
Select any Account Name to drill into account-level details

Account-Level Detail

Selecting an Account Name opens a Policy Life-Cycle card that shows:

Policy timeline
Renewal and premium history
Retention indicators
Realized revenue details

Returning to the Dashboard

Users can return to the main Pipeline Dashboard at any time by selecting Back to Dashboard in the upper left corner of the page.

Opportunities by Line of Business (Pie Chart)

A pie chart displays opportunity distribution across Lines of Business. Users can:

Select slices to apply filters
View details such as Top Carrier Estimated Revenue

Potential Lift Charts

Two bar charts display estimated revenue potential:

Potential Lift by Producer
Potential Lift by Account Manager

Selecting any bar filters the entire dashboard to that individual.

Important Note About Estimates

A disclaimer on the dashboard states:

"This report is for informational purposes only. Recommended lines of business and estimated premiums are based on statistical models using NAICS codes, paired LOB relationships, and historical data. Estimated premiums are not quotes and may differ from actual underwriting results. Users should exercise professional judgment and verify all recommendations and pricing through appropriate quoting and underwriting processes before making any business decisions."

Data View

Selecting Data View replaces charts with the Team Opportunities table while maintaining the filter bar.

Team Opportunities Table Columns

Account Name
Next Expiration Date
Existing Line of Business
Existing LOB Premiums
Missing Coverage
Estimated Premium
Likelihood
Broad Line of Business
Producer
Account Manager Name

Note: The table is wide and may require horizontal scrolling.

Drilling Into Account Details

Selecting an Account Name opens a detailed Client Details pop-up containing:

Recommendation Rationale – current policies and top recommended LOBs
Carrier & Rate – carrier and commission insights with adjustable Carrier Type, Market Tier, and Profit Tier
Financial History – policy life-cycle and retention information

Next Steps

Confirm Group permissions (if your agency uses Groups)
Review and update your user list
Map producers and account managers to AMS name variations
Contact [email protected] for assistance or questions

Your Next Growth Opportunity Is Already in Your Book

The Pipeline Dashboard and Account Rounding tools help you uncover the revenue hiding in your existing client base. With clear KPIs, intuitive filters, and data-backed recommendations, you can quickly identify upsell potential, strengthen carrier strategy, and act confidently on the opportunities that matter most.