How is iDBQuery used by insurance brokers and agencies?
Insurance brokers use iDBQuery to ask plain-language questions across their agency management system, carrier statements and commission spreadsheets, getting cited answers in seconds without SQL. It builds one live model across sources and can run in your VPC or air-gapped to keep client and policy data private.
A brokerage's numbers are split between an agency management system, carrier commission statements and renewal spreadsheets. iDBQuery joins them into one live model and lets producers and operations ask plain-language questions, with each figure cited to source.
Common questions:
- What is commission revenue by carrier, line of business and producer this year?
- Which policies are up for renewal in the next 60 days and what is the retention rate?
- Show new business versus lapsed premium by month.
- Where do carrier statements disagree with what we booked?
- Which accounts are single-line and ripe for cross-sell?
Reconciling carrier statements against booked commissions is a classic pain, and iDBQuery can compare two systems and surface the mismatches with the exact rows cited. It ingests the AMS export, CSV commission files and PDFs together with no pipeline, and produces shareable renewal and revenue reports.
Because client and policy data is sensitive, deployment leads: run in your own VPC or fully air-gapped, use the Desktop app to keep data local, and rely on query-in-place, RBAC and encryption. iDBQuery makes no compliance-certification claims; the story is architecture, keeping policyholder data within your agency while the team gets fast, verifiable answers.
Updated 2026-06-22