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Reporting & Analytics
Turn Benefits Data Into Revenue-Growing Insights
Comprehensive reporting and analytics built for insurance agencies. Track book of business performance, identify cross-sell opportunities, demonstrate client value, and make data-driven decisions—all from customizable dashboards and one-click reports.
Most agencies are sitting on gold mines of data but have no way to extract insights from it. Which clients are growing? Where are renewal risks? Which products have the highest penetration? Administr's reporting and analytics turn your benefits data into actionable intelligence—helping you retain more clients, identify upsell opportunities, and prove ROI to every employer group you serve.
Report Templates
30+ Pre-Built
Customizable Dashboards
100%
Book of Business Analytics
Real-Time
Why Agencies Can't Answer Critical Business Questions
No book of business visibility - Can't see at a glance which clients are growing, shrinking, or at risk for non-renewal
Manual report creation - Spending hours compiling data from multiple systems into spreadsheets every time a client asks for enrollment reports
Missed cross-sell opportunities - No way to identify which clients only have medical coverage and could benefit from ancillary products
Can't prove value - Unable to quickly demonstrate ROI, participation rates, or cost savings when clients question your fees
Scattered client data - Critical information trapped in carrier portals, payroll systems, and spreadsheets instead of unified analytics
Overview
Analytics That Drive Better Business Decisions
Administr's reporting and analytics platform gives you complete visibility into your book of business, client performance, and revenue opportunities. With 30+ pre-built report templates and fully customizable dashboards, you can answer any client question in seconds, identify which accounts need attention, and spot cross-sell opportunities that grow your revenue—all without building a single spreadsheet.
Reporting
Marketing
Human Resources
Bank and Taxes
Full Support
Comprehensive Benefits & HR Reports
From enrollment census and payroll deductions to demographic breakdowns and participation rates, Administr includes every report your clients request—ready to generate with one click. Customizable templates let you add your agency branding, filter by department or location, and export to PDF or Excel. Never spend hours building client reports manually again.
Book of Business
Analytics
Real-time dashboards show critical agency metrics—total lives covered, revenue by client, renewal timeline, sales pipeline, and growth trends. Identify which clients are expanding or contracting, spot potential retention risks before renewal season, and track book rounding opportunities that maximize revenue per client.
Actionable Sales
Intelligence
Our analytics engine automatically identifies clients with low product penetration, upcoming life events, or demographic profiles that suggest additional coverage needs. Get alerts when clients are ideal candidates for voluntary benefits, executive benefits, or wellness programs—turning your existing book into a revenue growth engine.
Reports That Work Exactly How You Need Them
Better Decision Making
Ready to Transform Your Data Into Revenue?
Join hundreds of agencies using Administr's reporting and analytics to identify cross-sell opportunities, prove client value, and make smarter business decisions.
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