What Zywave says about the new dashboard
Zywave’s Nov. 5, 2026 fall launch announcement says the new MGA Hub Carrier Analytics Dashboard brings quoting activity, agency performance, and class and state breakdowns into one place. In this context, MGA means managing general agent. The release is a vendor announcement, not independent proof of how the dashboard behaves in real use, so it is best read as a description of intended reporting coverage rather than verified hands-on behavior.
That distinction matters because a dashboard can present a simple total while the underlying reporting logic depends on what is counted as a quote, how revisions are handled, and which records belong in a given cohort. If a team is comparing numbers across agencies, states, or classes, the first step is to define the reporting question before comparing results.
Why quote totals can change depending on the counting rule
Suppose a fictional agency enters one submission, issues an initial quote, revises it twice, and eventually binds one policy. A report that counts each issued version would show three quote documents. A report that counts submissions with at least one quote would show one. The bound policy is a separate event. Zywave’s announcement does not specify which rule the dashboard uses.
That is why demo questions should stay narrow and concrete. Ask whether a dashboard total matches source records for a specific cohort, not just whether the number looks plausible on screen. Ask whether the date in a report means submitted date, quoted date, or some other event date. Ask whether a location field refers to the risk location, the agency location, or something else. And ask whether one agency’s total uses the same counting rule as another agency’s total before making comparisons.
Questions to raise in a demo
- Please reconcile a small, defined cohort against the source records so the reporting logic can be checked step by step.
- Please define what counts as a quote in the dashboard before comparing totals across teams or time periods.
- Please confirm what the reporting coverage is: which records, statuses, and stages are intended to appear in the dashboard.
- Please clarify whether the date shown is the submitted date, quoted date, or another operational timestamp.
- Please clarify whether location refers to the risk location, agency location, or a different grouping.
- Please confirm whether one agency’s total uses the same counting rule as another agency’s total before any comparison is made.
Zywave’s announcement also points to an upcoming Nov. 11 webinar, which may be useful if a team wants a planned walkthrough of the release. Still, the most reliable way to validate the dashboard is to compare a narrow sample against source data and confirm the counting rules directly. Until then, it is safer to treat the announcement as a release description and not as final evidence of how every metric will be calculated in practice.