Sample data — illustrative, not client actuals · Prepared for Robinson & Stith Insurance

Robinson & Stith Insurance Agency book-of-business · New Bern & Greenville · Insurance with a Human Touch since 1905

Trailing 12 months ending Aug 31, 2026 · refreshed nightly from AMS + IVANS
2 offices · 18 carriers · 121 years in business1
Sample data  every tile and panel re-computes from the same in-file dataset

The renewal tide

RenewedLost at renewalDue, not yet remarketed (forecast)Unremarketed 45 days outHurricane season Jun 1–Nov 30

Where the book lives policies in force by county

Premium by carrier share of written premium

Quote-to-bind by lead source

Web leads & speed-to-first-contact monthly

Quote + COI form submissionsMedian minutes to first human contact15-minute target

Claims service by carrier open claims and days to close

Retention & cross-sell by line policy retention · premium retention · policies per household

Data sources this would connect to: Agency management system — Applied Epic / HawkSoft / EZLynx / AMS360 (to confirm) IVANS carrier download Comparative rater — EZLynx / PL Rating (to confirm) COI automation — CSR24 / Indio (to confirm) Website quote & COI forms (robinsonstith.com) Google Tag Manager → GA4 Google Business Profile (both offices) Birdeye reviews (to confirm) QuickBooks (to confirm)
Delivery: Power BI is the primary delivery (requires Power BI Pro licences for each viewer — typically the Robinsons, Dusty Throckmorton and the two office leads). A no-licence custom web version, like this page, is available as the alternative for the wider team.