1. Widgets: Widgets are developed to help agencies know metrics and provide easily actionable intelligence about the business. They can be sorted and filtered based on the business needs of the agents. They can also be customized as needed. Shown below are four examples of widgets filtered by:

• Customers by Age – View your customers filtered by their age ranges. This histogram chart provides you the age distribution of your current contact database.
• Policies by Expiration Dates – You can view a snapshot of all policies set to expire in a particular month. When you select a particular month, underneath the chart, you can see the Total Policies with a number beneath it. That orange number is an actionable item, which when you click will give the details of all your customers with policies set to expire in that month. You can select all these customers and send a mall email to remind them. We will cover the topic of mass email in the section ‘Email Campaign’.
• Policies by Line of Business – With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent.
• Contacts – View your customers sorted either by their First or Last Names. Access all names and be able to communicate with your contacts with a single click.
• Client location on Google Map – Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios.