We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these metrics, enabling focused decision-making.Â
Use Case: Detailed goal information is accessible by clicking on individual carriers or categories
To View the Enhancement:
From Carriers:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07073616/image6-3-1024x488.png)
- Go to the Carriers module.
- Then, select ‘Add Carrier.’
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07073706/image8-3-1024x487.png)
- Add the carrier details.
- Click on submit.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07073805/image5-4-1024x486.png)
- Within carriers, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07073902/image4-7-1024x362.png)
- Click on the carrier to view its details.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07074044/image3-15-1024x485.png)
- You can also view the goal details for the total number of policies and total premium within the carrier details.
From categories:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07074509/image7-3-1024x488.png)
- Go to the Categories module.
- Then, select ‘Add Categories.’
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07074723/image1-23-1024x486.png)
- Add the category details.
- Click on submit.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07074820/image2-23-1024x485.png)
- Same as carriers within categories, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/07074909/image9-2-1024x485.png)
- You can also view the goal details for the total number of policies and total premium within the category details.