How to prepare your agency book for an X-Ray

Choose a useful snapshot

Use a current export, and note the date it represents. A report based on a stale book can send your team back through accounts that have already changed. Keep an untouched original in your agency’s approved storage, then work from a copy.

Mach 5 accepts a client-list CSV for the Book X-Ray. Policy lines, premiums and renewal dates help explain the book. Read the upload instructions before sending a file.

Check these four things before uploading

• Column names make sense to someone outside the agency.
• Dates use a consistent format and missing dates are visibly blank.
• Repeated client rows represent real policies rather than duplicate exports.
• Only the information requested for the analysis is included. Review the data-handling page if you are uncertain about a field.

Make the findings actionable

Choose an owner for the report before it arrives. Have that person validate a small sample against your agency system, identify what is still current, and separate potential opportunity from a client’s confirmed needs.

A household with one policy line at your agency may have other coverage elsewhere. Treat that pattern as a reason to ask a useful question. It is not proof of an uncovered risk or a sale waiting to happen.

Keep a simple review log

• Account reviewed and date checked.
• Why it appeared in the report.
• Whether the record is current and the opportunity relevant.
• Assigned owner and next action.
• Outcome: no action, conversation, quote or bound policy.

Start with the free Book X-Ray

The X-Ray provides a report of potential cross-sell, retention and dormant-client segments with a walkthrough. Use the findings to choose a practical starting point for your team. Identified opportunity is not guaranteed premium or revenue.