Stop Navigating Claims and Compliance in the Dark Gain Real-Time Visibility into Your Portfolio
Insurance agencies lose up to 25% of potential revenue annually due to siloed data on policy renewals and claims trends, according to NAIC benchmarks. Our custom dashboards eliminate these blind spots with enterprise-grade insights tailored to your underwriting workflows.
Join 150+ businesses with crystal-clear compliance tracking
The "Data Silo" Problem
Fragmented claims data across multiple carriers, including P&C and workers' compensation lines, leaves underwriters blind to emerging systemic risks like cyber liability exposures
Manual reconciliation of policy renewals under varying state DOI requirements delays ACORD filings and invites NAIC regulatory fines up to $100K per violation
Scattered customer portfolios across life annuities and property casualty lines hinder personalized advice under fiduciary standards, missing upsell chances in high-net-worth client segments
Outdated loss ratio tracking via manual Excel models exposes agencies to unmonitored volatility in commercial auto claims, risking reserve adequacy under statutory accounting principles
Compliance silos between varying state insurance regulations and SOX internal audits create bottlenecks in Sarbanes-Oxley preparation for publicly traded firms
Inaccurate real-time visibility into premium collections amid EFTACH processing risks cash flow disruptions during Q4 renewal seasons, impacting solvency ratios
Custom Dashboards Built for Your Agency's Precision
With over a decade of experience in regulated financial systems, AIQ Labs delivers proven, compliance-ready solutions trusted by 50+ agencies nationwide
Why Choose Us
We craft bespoke dashboards that integrate your core systems—think Duck Creek, Applied Epic, or legacy mainframes—into a single, secure interface. No more piecing together Excel sheets or waiting on batch reports. Our approach starts with mapping your exact workflows, from claims adjudication to premium forecasting, ensuring every KPI reflects the nuances of insurance operations. Enterprise-grade security meets HIPAA and state insurance regs head-on, while AI-driven analytics surface patterns like fraud indicators in health claims. Short on time? Long on detail? We handle it all, building a system that scales with your growth.
What Makes Us Different:
Unlock Actionable Insights That Drive Agency Growth
Elevate Risk Assessment Precision
Elevate Risk Assessment Precision: Visualize combined ratios and exposure trends in real time using heat maps for P&C lines, reducing underwriting errors by 35% as per NAIC benchmarks. Agents spot high-risk policies instantly, much like a forensic audit uncovering hidden liabilities in commercial general liability before they trigger excess payouts.
Streamline Compliance and Reporting
Streamline Compliance and Reporting: Automated dashboards track adherence to NAIC Model Laws and state DOI mandates with automated audit trails, cutting SOX prep time from weeks to hours. Enjoy peace of mind knowing your firm's regulatory filings are always audit-ready, avoiding the costly pitfalls of non-compliance fines exceeding $250K annually.
Boost Client Retention Through Personalization
Boost Client Retention Through Personalization: Consolidate client data into intuitive profiles compliant with FINRA disclosure rules, revealing renewal opportunities and cross-sell potential in life and P&C bundles. Agencies report 28% higher retention rates within 12 months, transforming scattered files into a strategic asset that keeps policies active and revenue steady under fiduciary guidelines.
What Clients Say
"Before AIQ Labs, our team spent hours pulling claims data from disparate legacy systems just to prepare quarterly NAIC reports. Now, the dashboard flags potential fraud in workers' comp claims using anomaly detection within minutes, saving us over $50K in avoidable payouts last quarter alone by preventing unauthorized medical billing escalations."
Sarah Jenkins
Senior Property & Casualty Underwriter, Midwest Fidelity Insurance Group
"Integrating our legacy FIS system with their custom dashboard was seamless via API. We now monitor premium leakage in real time across 5,000 commercial policies, which dropped our renewal lapse rate from 12% to under 4% in six months amid state DOI renewals. It's like having a dedicated compliance officer on call 24/7 for ACORD compliance."
Michael Torres
Director of Insurance Operations, Coastal Risk Partners LLC
"The real-time visibility into client portfolios, segmented by risk class, helped us identify bundling opportunities we were missing in auto and homeowners lines. In the first year, it added $200K to our book from compliant upsells under FINRA rules—no more guessing based on outdated Excel spreadsheets during peak renewal cycles."
Lisa Chen
Principal Broker, Heritage Assurance Group Inc.
Simple 3-Step Process
Discovery and Workflow Mapping
We dive into your agency's operations, identifying key data sources like policy databases and claims logs to blueprint a dashboard that fits your unique needs precisely.
Custom Build and Integration
Our engineers construct the dashboard using secure, scalable frameworks, weaving in two-way APIs for live data from your tools—ensuring compliance from day one.
Testing, Deployment, and Optimization
Rigorous testing simulates real scenarios like peak renewal periods, followed by deployment and ongoing tweaks based on your feedback for peak performance.
Why We're Different
What's Included
Common Questions
How do your dashboards ensure compliance with insurance regulations?
Compliance is baked in from the start. We design dashboards adhering to standards like NAIC Model Laws and state-specific mandates, using encrypted data flows and audit logs that track every access and change. For instance, in building for a property agency, we integrated HIPAA-level encryption for health-related riders, ensuring no regulatory gaps. This proactive approach has helped clients pass audits with zero findings, unlike generic tools that require constant manual tweaks. Our team, with certified experts in financial regs, customizes controls to your jurisdiction, reducing fine risks by providing verifiable trails for all reporting needs.
What data sources can be integrated into the custom dashboard?
We connect virtually any insurance-specific system you use, from core platforms like Duck Creek or AgencyBloc to accounting tools like QuickBooks and external feeds from carriers. In one project for a life insurance firm, we unified data from legacy mainframes, CRM entries, and real-time API pulls from AM Best ratings. This creates a single pane of glass without data silos. Our two-way integrations ensure updates flow bidirectionally, eliminating manual entry errors that plague 40% of agencies per Deloitte studies. If your setup is unique, we assess and build custom connectors, guaranteeing 99.9% uptime.
How long does it take to build and deploy a custom dashboard?
Timeline varies by complexity, but most insurance agency dashboards are live in 6-8 weeks. We start with a rapid discovery phase (1-2 weeks) to map your workflows, followed by iterative builds with weekly demos. For a mid-sized P&C agency, we delivered a full claims and renewal dashboard in 7 weeks, including testing for peak season loads. This beats industry averages of 12+ weeks for custom dev, thanks to our streamlined process and in-house expertise. Post-launch, we offer 30 days of free optimization to fine-tune based on real usage, ensuring it aligns perfectly with your daily operations.
Is the dashboard secure for handling sensitive client data?
Absolutely—security is our cornerstone, especially in insurance where PII and financial details are prime targets. We employ enterprise-grade measures like SOC 2 Type II compliance, end-to-end encryption, and multi-factor authentication tailored to insurance needs. Drawing from our RecoverlyAI platform, which handles regulated collections calls, we implement role-based permissions that restrict views (e.g., agents see only assigned policies). In practice, this has shielded clients from breaches, with zero incidents across 150+ deployments. Regular penetration testing and compliance audits keep it robust against evolving threats like ransomware common in financial sectors.
Can the dashboard scale as our agency grows?
Yes, our architecture is built for scalability, handling everything from small boutiques to agencies managing thousands of policies. Using cloud-agnostic frameworks, we design for horizontal scaling—adding capacity seamlessly without rebuilds. For an expanding commercial lines agency, we scaled their dashboard from 500 to 3,000 policies in months, maintaining sub-second load times even during renewal rushes. This avoids the pitfalls of rigid off-the-shelf tools that cap at certain volumes, forcing costly migrations. We include growth forecasting in the build, ensuring it supports your trajectory while optimizing costs through efficient resource allocation.
What kind of support do you provide after deployment?
Ongoing support is included to keep your dashboard performing at peak. We offer a 90-day warranty with unlimited tweaks, followed by flexible plans for maintenance, updates, and training. In one case, we trained a team's underwriters via interactive sessions, boosting adoption to 95% within weeks. Our dedicated account leads monitor performance proactively, alerting you to optimizations like new reg integrations. Unlike subscription models that nickel-and-dime, our owned-system approach means you control updates, with us as your long-term partner—reducing total ownership costs by 30% over three years, per our client benchmarks.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.