New name, same trusted partnership
Visit Our Website Here
New Feature: Remarketed Policy Indicator in Production report
In addition to our recent release of the new Remarket feature launched back at the end of August 2023, we have now added some additional functionality to the Production report to support this. A new slicer "Is Policy Remarketed" has been added to the Production report in Insights for both summary and policy detail…
Enhancements in Post-Purchase Marketing Analysis for Better Customer Insights
Introduction: Post-purchase marketing analysis plays a crucial role in understanding customer behavior and enhancing customer retention strategies. In this article, we will explore the recent enhancements made to the post-purchase marketing analysis report, focusing on its structure, visualizations, and metrics. The r…
Book of Business Report Guide
Book of Business – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. Tabular report that contains the following: * Policy sales * Written premium * Brokerage commission * Brokerage commission % of …
Updated: insights Trial Balance Report
insights - Trial Balance Report Tabular report to be used for accounting. The Trial Balance will show: * Financing type slicer (Summary and Policy Details Page). * Employee Commissions journal entries. * KPI tracker breakdown of Net Income - on the Summary tab. * KPI tracker visuals - on the Policy Detai…
Quote Analysis Report Guide
Quote Analysis Report Guide This report is used for quote tracking and displays the following: * Prospective customer demographics * Closing ratio * Lockout ratio * Drop-off ratio * Total quotes * Second page contains tabular and quote specific details. (shows/converts what time the quote was done in loca…
New Business Policy Details Report Guide
New Business Policy Details – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. This is a tabular report that shows only new business policy sales. Tips * If you forget which criteria you use…
Retention Analysis Report
Retention Analysis Report NEW REPORT - September 2021 : * Policy Retention rates by year. * Premium Retentions rates by year. * Slicers at the top enable you to slice via Carrier, primary contact Province or Policy Type . * Table format at the bottom of the report provides a year by year % rate. Remembe…
Tax Liabilities report
You can use the Trial Balance OR Transaction and Payment Reconciliation report to identify tax liabilities. Trial Balance report A swift and exact report is available for the Tax Liabilities, and that is the Trial Balance report. You will see when you are in that report that you will have a 'slicer' which allo…
Insurer Statement Report
NEW: Insurer Statement You can now access the Insurer / Broker Statement from within the insights module. Here is a quick recording of where to access this report: Insurer Statement Report . (The recording has no sound). Go to insights, select Reports and then choose the Financials section. There is a re…
Renewal Report Guide
Renewal Report Guide This Renewal Report provides you with the following data: * Dataset showing in-force policies as at custom date. * PIF Count. * PIF Premium. * Written Annual Premium. * Slicer allows you to display policies that were in force as at a chosen date. * Property Risk Province and City availa…
