1. Introduction to Dashboard
Dashboard allows you as a SUPER-AGENT to view and manage all the activity of ACCOUNT MANAGERS attached to your account.
For a SUPER-AGENT, the main feature that differs from the standard AM Dashboard view is the possibility to Filter and select All or some AMs.
Under Dashboard, you can find 2 sub-modules:
Dashboard allows you as a SUPER-AGENT to view and manage all the activity of ACCOUNT MANAGERS attached to your account.
For a SUPER-AGENT, the main feature that differs from the standard AM Dashboard view is the possibility to Filter and select All or some AMs.
Under Dashboard, you can find 2 sub-modules:
- Overall: this is where the activity KPIs of Policies, Clients, Premium are shown
- Commission: this is where you can visualise the commission for the selected group of ACCOUNT MANAGERS
2. I want to see the number of POLICYHOLDERS/LEADS since the beginning of the year/month/week/day
The "General" area on the dashboard shows the number of policyholders/leads year-to-date as a default.
To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
The "General" area on the dashboard shows the number of policyholders/leads year-to-date as a default.
To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
3. I want to see the new additional NEW CLIENTS/LEADS/POLICYHOLDERS over a 12-month period (year)/month/week
To view additional policyholders for the year/month/week, scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.
Total number of new CLIENTS/LEADS/POLICYHOLDERS today
The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown in a box counter on the left.
To view additional policyholders for the year/month/week, scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.
Total number of new CLIENTS/LEADS/POLICYHOLDERS today
The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown in a box counter on the left.
4. I want to see the total number of new POLICIES
You can use several drop-down pre-defined filters to view new Policies.
To view the total number of new policies, scroll down towards "Policy". The number of new policies today will be shown in the box on the left.
You can use several drop-down pre-defined filters to view new Policies.
- for my business only or all
- per line of business
- per period (rolling 7 days (weekly), rolling 30 days (monthly), rolling 12 months (yearly)
To view the total number of new policies, scroll down towards "Policy". The number of new policies today will be shown in the box on the left.
5. I want to see the number of POLICIES per Entry / Effective Date
Entry date is the date when the policy is keyed onto my-insurer system. Effective date is the inception date of the policy.
Per entry date
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".
Processed by effective date
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date".
Entry date is the date when the policy is keyed onto my-insurer system. Effective date is the inception date of the policy.
Per entry date
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".
Processed by effective date
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date".
6. I want to monitor the lapses due this month / this year / this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
To monitor lapse policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
To monitor lapse policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
To monitor lapse policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
To monitor lapse policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
7. I want to monitor the renewal this month / this year / this week
To monitor Renewal policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
To monitor Renewal policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
To monitor Renewal policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
To monitor Renewal policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
To monitor Renewal policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
To monitor Renewal policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
8. I want to monitor the Premium that my business collect or the Premium that I have booked and issued
Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left.
What is the difference between Premium Flow and Premium Booked
Evolution of the premium according to the period selected
Premium booked = Lifetime value of a policy shown at issuance (Total premium that will be payable during the duration of the policy)
Premium flow = Effective payment of a policy according to payment terms.
Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left.
What is the difference between Premium Flow and Premium Booked
Evolution of the premium according to the period selected
Premium booked = Lifetime value of a policy shown at issuance (Total premium that will be payable during the duration of the policy)
Premium flow = Effective payment of a policy according to payment terms.
9. Dashboard - COMMISSIONS
The sub-module COMMISSION under DASHBOARD will present the KPIs for Commissions, Paid / Payable, in Amounts and in Terms (numbers).
The sub-module COMMISSION under DASHBOARD will present the KPIs for Commissions, Paid / Payable, in Amounts and in Terms (numbers).
|
|
