Understanding the difference between Carrier Production and Agency Production is important when reviewing data in ProfitLens. While both provide valuable insights, they come from different sources and should not be expected to match.

Carrier Production (CPR)

Carrier Production data is sourced directly from the insurance carrier and serves as the carrier's official record of production activity.

Carrier Production Reports (CPR) include detailed information about carrier performance, such as:

• Policies issued
• Premiums written and collected
• Claims processed
• Losses incurred
• Carrier-specific production metrics

This data helps carriers evaluate business performance, monitor trends, and make underwriting, pricing, and risk management decisions.

Agency Production

Agency Production data is sourced from each agency's management system. Because it comes from a different source than CPR data, the totals shown in Agency Production will not match Carrier Production totals.

Agency Production provides CAA with visibility into an agency's operations and business activity, including:

• New policies issued
• Premiums collected
• Claims processed
• Sales growth
• Cross-selling activity
• Other agency performance metrics

Why the Numbers May Differ

Carrier Production and Agency Production are collected from separate systems and serve different purposes. Variances between the two are expected.

The accuracy of Agency Production data depends heavily on each agency's data entry practices. Agencies must consistently maintain policy, premium, and claims information within their management systems to ensure reporting is accurate and meaningful.

As the industry saying goes: "junk in, junk out." Inaccurate or incomplete data entry will result in inaccurate reporting and reduced visibility into agency performance.

Key Takeaway: Carrier Production reflects carrier-reported data and serves as the official carrier record, while Agency Production reflects agency-entered data and provides operational insights into agency performance. Because they come from different sources, the totals should not be expected to match.