Bulletin April 23rd, 2021 - New Suite of Reports
Nude Solutions Updated Release Anticipated release date (changes to go into effect on the Power BI web service) * April 23rd, 2021 These changes will be reflected in the Insights module at a later date. Affected Stakeholders: Finance, Operations, Sales, Marketing. Thank you for your ongoing support! We …
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. …
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…
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…
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…
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 …
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…
