Retention Reports


We often have the question as to how an agency can find their retention data. We have 3 Reports available in Interactive Reports located on the left Navigational Menu.


There are three reports to choose from:

1.) Retention Ration by Carrier

2.) Retention Ratio by Parent Carrier

3.) Retention Ratio by Line of Business

Each reports have various filters that you can further customize or narrow down your results.

Check out this video for more information:

Retention Reports Video