A executive dashboard for a insurance broking business tackles one specific leak: the numbers that tell you whether the brokerage is healthy, renewal retention, income by insurer and class, new business written, debtors and unbanked premium, live in WinBEAT or INSIGHT, in Xero, and in a broker's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see retention slipping or income drifting, the drift is well advanced. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the brokerage is healthy, renewal retention, income by insurer and class, new business written, debtors and unbanked premium, live in WinBEAT or INSIGHT, in Xero, and in a broker's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see retention slipping or income drifting, the drift is well advanced.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a insurance broking business, and the system is built to close it. You can see the full picture of where a insurance broking business leaks margin on the insurance broking industry page.
A dashboard that pulls broking and financial data from the systems you already run, your broking platform, your accounting package, your commission records, and puts real renewal retention, income by insurer and class, new business and debtors on one screen, current. It reconciles income against the book per broker and per class, surfaces the segments trending the wrong way, and lets you drill from the whole-book view into a single client. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for the monthly income report, because the current position of the book is on one screen, pulled from the same systems your team already uses.
Month three. By month three you are catching the retention and income trends early, while there is still time to act on an at-risk client or a soft class, rather than discovering it in a month-end report when the revenue is already gone.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a insurance broking business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.