By creating a link to your data we can create bespoke reports covering a wide range of key Management Information to help you manage your portfolio. See below just some of the options and benefits that are available

Benefits

 

• Interactive dashboards

• Drill down to any level of a portfolio, scheme or policy specific information if it is available from your data

• Create different user accounts to allow your staff different degrees of access

• Audit log of users showing how often and when reports are accessed

• Bespoke colour themes and logos to match your brand

• Export all data to Excel for your own manipulation

• Manage your portfolio and insurers expectations

• Focus on the business you are not writing as well as what has been transacted

• Review upcoming renewal policies to effectively chase key clients