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How-to: Analytics

See your activity, risk distribution, and pipeline performance — and, for pros, deeper intelligence on individual properties and carriers.

Who this is for: Agents, brokers, and lenders on a Professional plan. Where: the deeper charts and insights live on your Dashboard, under "More insights & detail".


What your dashboard shows

Once you're on a Professional plan, the dashboard's insight panels summarize:

  • Searches — your search volume and history over time.
  • Risk distribution — how the properties you've touched spread across risk bands.
  • Activity — recent meaningful actions, plus a premium forecast, portfolio risk mix,

and carrier-appetite feed.

Agents, brokers, and lenders also see pipeline-derived stats (deals, fallout) roll up here.


Deeper property & carrier intelligence (per-property)

Beyond the summary panels, the analytics entitlement unlocks decision-grade intelligence you reach from an individual property (or via the Partner API):

  • Insurability-Adjusted Value (IAV) — value adjusted for insurability.
  • Mortgage-insurability decision — a lending-oriented decision for a property.
  • Decision records — an auditable decision spine per property, with chain verify.
  • Realized outcomes — outcomes recorded against a property.
  • Multi-carrier quote orchestration — solicit several carriers at once.
  • Carrier withdrawal/exit forecast — forward-looking carrier exit risk.
  • Premium forecast — model premiums for a scenario.
  • Portfolio stress test — stress a portfolio across scenarios.
  • Carrier feed v2 — an enriched carrier directory.

What it means

These figures are decision support, not a binding quote or appraisal — they reflect current modeled data and carrier appetite and update over time. Confirm final terms with the carrier or wholesaler before you close.

Troubleshooting

  • Analytics is locked → it's a Professional-tier feature. See

Billing & plans.

  • Charts look sparse → analytics reflects your activity; it fills in as you search,

save, and work deals.

Do this next

Work a few properties and deals to seed your history, then open "More insights & detail" on your dashboard to watch the picture build.

Now AI-native

From hazard report to real carrier quotes & pricing

The CoverGuard Advisor reads the risk, finds the carriers writing it, and pulls back live quotes — with every number sourced and auditable.