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

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