POLICY & QUOTE MANAGEMENT INFORMATION SOLUTIONS

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

CLICK BELOW FOR OUR INTERACTIVE DEMO

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Report Examples

 

  • Transaction Activity – What business has been transacted in any bespoke period

  • Income and premium comparison against previous years

  • Income and premium comparison against targets

  • New Business Conversion Ratio

  • Renewal Retention

  • Map hot spots

  • Compare staff productivity and conversion

Please contact us if you would like to discuss what we can offer

Find out about

Cedar Underwriting Ltd is authorised and regulated by the Financial Conduct Authority - 785986

Cedar Underwriting Ltd is registered in England and Wales at First Floor Offices, Barberry House, 4 Harbour Buildings Waterfront West, Brierley Hill, DY5 1LN

Company No. 10786785

Copyright © 2020 Cedar

VAT registered No: 311 1007 83

cedarunderwriting.co.uk
hello@cedarunderwriting.co.uk

 

0800 612 0344

First Floor Offices
Barberry House
4 Harbour Buildings Waterfront West
Brierley Hill
DY5 1LN

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