Bulletin - January 12th, 2022 - Suite of reports
NEW: Update to insights From Friday 14 th January, 2022 the following two enhancements will be available when viewing the suite of reports in insights. Fulfillment Type slicer The newest slicer and column addition is “fulfillment type”. This slicer will allow you to select between Manual or Modern product. …
Bulletin - March 29, 2022 A/R Report
NEW: Enhancements to the Accounts Receivable Report We are delighted to confirm the release of several enhancements to the Accounts Receivable Report, available to you immediately!! This release includes the following: * NEW PAGE - Aged A/R Summary page * NEW PAGE – A/R Listing Summary page * AMENDED PAGE…
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…
Q2 Bnudes Letter 2023
BNUDE'S LETTER - Q2 of 2023 Nude's Letter Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! This edition includes : Office Closure days Articles Tips & Tricks Our people Incase You Missed It Just for Fun …
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…
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…
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…
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…
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…
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…
