Why Revori
See it work
Request a demo →

Producer performance through the lens of when business was written.

Revori structures production at the transaction level and connects it to the Book of Business through a deterministic data model, preserving when business was written, when it reported, and the producer, carrier, agency, and line of business attached to each transaction.

Because production remains connected to the Book of Business over time, Revori can analyze producer growth and contraction, new business and retention, replacement of lost business, book composition, and the relationship between when business was written, when it was reported, and when revenue was recognized. The analysis is generated directly from the deterministic data model behind the chat.

Deliverables

Every answer ships as a report.

Formatted, sourced from the underlying production and Book of Business records, and ready to use as internal producer and management reporting. Ask for the analysis in plain language and the finished report is produced in seconds.

The reports below reflect real brokerage production and Book of Business data. Producer and carrier names have been changed.

Request a demo →
R
REVORIRevenue Intelligence Report
“Give me an executive summary of the durability of my top 5 producers’ books.”
Exported 8/28/2026 · 8:45 AM
+24.5%Top producer growth
13.0xHighest replacement
ProducerRevenueYoY
ASanJaun4$2.07M+24.5%
Blessa09$2.05M+11.8%
Pking02$1.85M−3.8%
Performance Analysis · Producer Performance
R
REVORIRevenue Intelligence Report
“Compare our last two BOB snapshots. Where’s the book growing, where’s it contracting?”
Exported 8/28/2026 · 8:51 AM
$31.30MCurrent book size
+9.9%Commercial lines
+9.6%Personal lines
+14.3%Top carrier growth
1. Mercury Casualty Company+$244k
2. R-T Specialty Ins Serv, LLC+$205k
3. RE Chaix & Associates+$186k
Book of Business Analysis
R
REVORIRevenue Intelligence Report
“What’s the new business vs. cancellation replacement for my top 5 producers?”
Exported 8/28/2026 · 8:42 AM
New Business vs. Cancellation Impact
Pking02
ASanJaun4
Tdrake10
PATMOL1
Blessa09
New business Cancellations
Performance Analysis · Cancellations
R
REVORIRevenue Intelligence Report
“Build a CY vs. PY revenue composition breakdown I can send to our CFO.”
Exported 8/28/2026 · 8:47 AM
85.1%this year
Written this year85.1%
Prior-year runoff14.9%
Performance Analysis · Production History