VALIDO INTELLIGENCE AGENCY REPORT · YOUR BUSINESS. YOUR LEGACY. BUILT TO GROW.

Everything in your agency, in one daily report.Plus exactly who to call today.

We connect to your IVANS and your agency management system (your CRM) and turn it all into one clear report every morning: new business, renewals, endorsements, cancellations, pending cancellations for non-payment, your team's tasks and the clients to call today. No more opening 10 windows to find one cancellation.

Free audit first

Get your free audit ↗ See the demo

01 / THE PROBLEM

10 windows open to find one cancellation.

Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst or NowCerts: whatever agency management system you run, the answer is split between the system, IVANS downloads, carrier portals and email.
Your team checks policy by policy to find who cancelled, who did not pay and which task nobody closed.
By the time someone finds it, the client already went to another agency.

02 / THE DAILY REPORT

Your day, in one look.

We connect to your IVANS and your agency management system. Everything lands in one report.
No more opening 10 windows to find one cancellation or one employee's task.
New business, renewals, endorsements and cancellations.
Payments received and pending cancellations for non-payment.
Your team's tasks: what each employee has open, done and overdue.
Delivered to your inbox every day.

See the sample report ↗

03 / WHO TO CALL TODAY

The right clients, at the right time.

A short list of who needs a call today.
Renewals before they expire.
Clients you can win back.

04 / YOUR STATION

Your agency under control.

Every number of your agency on one screen.
Trends by week and by month.
See it live in the sample report.

See the sample report ↗

05 / OUR OWN AGENCY

We built it first for our own agency.

Valido Insurance, our own agency in Miami, runs on this report. We used to open window after window to find a cancellation or check an employee's task. Now one report arrives every morning with everything that moved, and our team saves more than 3 hours a day.

Visit validoinsurance.com ↗

3+hours saved every dayValido Insurance · Miami

06 / DEMO

See it working in a live demo.

Open the sample report below. In your free audit call we show you the report and the station running, the same way your agency would see it every day.

See the sample report ↗

07 / HOW IT WORKS

From your systems to your inbox.

Tell us about your agency

Active policies and main lines. That is all.

Get your sample report

Sized for an agency like yours, with an estimated monthly price.

We connect, you read

We connect to your IVANS and your agency management system. Then your report lands in your inbox every morning.

08 / PRICING

Start with the free audit.

From $288 / MONTH

Depending on the size of your agency. The final offer is built after a free evaluation of what you need.

Get your free audit ↗

09 / FREE AUDIT

See your agency's report in action.

Tell us about your agency and how you prefer to hear from us: phone or email. You get a sample report sized for an agency like yours, an estimated monthly price and a 15-minute call with the owner, at the time you choose.