HOW IT WORKS
HOW IT WORKS
Jordan has over 18 years experience in the industry having spent the last 16 years at Commercial Express.
A primary function of Jordan’s roles during his time with Commercial Express has been the running of the schemes from an underwriting profitability point of view for insurers, as well as working closely with agents to develop products and schemes.
Jordan has over 18 years experience in the industry having spent the last 16 years at Commercial Express.
A primary function of Jordan’s roles during his time with Commercial Express has been the running of the schemes from an underwriting profitability point of view for insurers, as well as working closely with agents to develop products and schemes.
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
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Interactive dashboards
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Drill down to any level of a portfolio, scheme or policy specific information if it is available from your data
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Create different user accounts to allow your staff different degrees of access
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Audit log of users showing how often and when reports are accessed
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Bespoke colour themes and logos to match your brand
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Export all data to Excel for your own manipulation
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Manage your portfolio and insurers expectations
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Focus on the business you are not writing as well as what has been transacted
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Review upcoming renewal policies to effectively chase key clients
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Please contact us if you would like to discuss what we can offer
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