Loss date datapoint in claim pipeline
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Reporting and Analytics
All information about Reporting and Analytics
Policy Data in the Deal Card
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
Count of active, inactive, and future policies
In the policies module, the policy list is divided into active, inactive, and future policies. You can also find the total count of each policy
Policies by Insurance Type- Dashboard
Engagement Series Beginner Intermediate Advanced Pipeline Manager Series Beginner Intermediate Advanced Engagement All Engagement Videos Single Contact Drip (SCD) Work…
Policies by Line of Business Charts: Dashboard
Policies by line of business charts is available under Agency Dashboard: With this donut chart widget, you can visualize your book of business by line
Policy By Expiration: Dashboard
Policy by Expiration is available under Agency dashboard: This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your
Policy Count by Branch- Dashboard
Policy by Branch widget is available under Agency Dashbaord: This dashboard widget will help you to view the total number of policies for each branch.
Policy per new account Report
Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped
Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
