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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…
Book of Business Dashboard Report Guide
Book Of Business Dashboard Report Report showing Policy Count for various categories like * Discovery method * Risk Location * Carrier * Age Group Tips * You can click on any of the fields within the visuals and the report will recalibrate with only those results showing. For example; if you wa…
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…
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…
How to export a report to Excel
To export a report to Excel * Hover the mouse anywhere over the a table or visual, within a report. * The below sub menu appears and you select the ... icon. * Menu opens, select Export Data. * Save as a File Format of your preference, and Select Export. Note: It is worth mentioning that the report has t…
