Traditional reporting demands a significant level of manual effort that slows decisions, delays strategy, and drains resources. The future of planning isn’t built on heavy lifting, instead it’s built on AI that not only removes the manual work but also gives agencies the ability to anticipate trends, spot patterns, and forecast what’s coming next, according to Entrinsik.
In a recent blog post by Scott Allen at Entrinsik, the company spotlights how Informer leverages AI capabilities to combine structured AMS data with unstructured data from PDFs, carrier statements, and emailed reports, transforming them into clean, analyzable information in seconds. This eliminates hours of manual work and gives teams immediate visibility into the metrics that matter most.
These insights transform 2026 planning from uncertainty to data-backed decisions based on precision forecasting through AI.
The most powerful shift AI brings into 2026 planning is speed; the ability to literally move from question to insight in moments. This level of agility creates a real competitive advantage allowing agencies to plan faster, pivot earlier, and strengthen their position before the new year begins.
Planning for 2026 requires more than looking backward; it requires seeing what’s ahead.
AI brings that future into focus by surfacing insights that traditional reporting often misses.
AI-driven forecasting doesn't just help executives; it supports the entire agency by:
- Producers gain sharper focus: They can instantly see where their biggest 2026 opportunities lie, which relationships need strengthening, and how close they are to targets.
- Account managers gain better control: They quickly identify clients requiring proactive engagement, expiring policies that need prioritization, and service workloads that may impact retention next year.
- Leaders gain unwavering visibility: They can compare year-over-year trends, departmental performance, and carrier relationships with ease, enabling them to make intentional decisions rooted in real patterns, not assumptions.
As agencies prepare for 2026, the organizations that will thrive are the ones that stop wrestling with manual reporting and start embracing AI-driven clarity, Allen said.
For more information about this news, visit www.entrinsik.com.