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e123 Reporting

e123 can pipe data to your existing BI systems, and provides strong built-in reporting capabilities that enable drill down to policies, commissions, payments, agents, and more to provide a complete solution. 

  • Many built-in reports, including a variety of persistency options
  • Powerful query capabilities, no SQL required!
  • Limitless field selection & customizations, including all visible labels
  • Easily integrates to existing BI and Reporting systems
  • Powerful report summarization
reports and helps you understand
Limitless report customizations

Pull the appropriate member or sales data you're seeking.  Drill down to specific agencies, agents, members or even policies and payments.

Easily integrates

Pipe data from e123 to your BI system of choice!   e123's clean data makes other systems even more impactful. 

increases profits
Built in reports

Many standard reports enable you to manage your business effectively. 

Rich Features Supporting Every Module

e123 reporting features are a part of every e123 module, providing flexibility and power. 

Everything We Do

"We manage everything we do with e123, from cost accounting and invoices to customer relationship management technology, We’ve been able to operate in a fully automated fashion, we’ve simplified our processes and eliminated mistakes."

Jon Karlin
Chief Executive Officer | NEO Insurance Solutions

One System

"e123 gives us a common system for all our employees and clients."

Lauren Becerra-Gongora - GlobalBenefit Administration Services - rect
Lauren Becerra-Gongora
Vice President Operations | GlobalBenefit Administration Services


"E123 was instrumental in keeping us alive in 2020... Every customer support call was answered, every payment was collected, and every commission was paid. And it's all because we switched to E123 and were able to make our team home based using a cloud-based system."

Lisa Davis - CEO - SAS - rect
Lisa Davis

Find a fit with your organization

There's no better way than a discussion

Let's talk about how e123 can help you achieve your goals.