The Accounts chart summarizes revenue and counts by policy status. This is useful for evaluating your agency's performance and identifying growth areas.

The Policies chart summarizes revenue and counts by status. This is useful for evaluating your agency's performance and identifying growth areas.

The Growth chart highlights the top five categories based on premium, revenue, policies, and accounts growth differences.

View the Growth chart by policy type, products, industries, markets, or business org to focus efforts where growth is highest. Book rolls are also included when a producer or account manager moves a policy or Account to another producer or account manager.

The Average Account Size chart shows the distribution of accounts categorized as small, medium, or large based on revenue.

Small, Medium, and Large accountsThis chart helps identify markets to target and aids in cross-selling efforts for accounts below average, offering opportunities to increase client retention.

The Average Products per Account chart displays the average number of products purchased per Account.

Minimum and maximum number of products boughtUse this information to identify accounts that deviate from the norm and better understand product distribution by preferred category.

The Opportunities chart provides an overview of the upcoming 12 months of opportunities. Tabs include Cross Sell, Monoline, and Win Back, with counts of opportunities and details like lost dates, lost revenue, and associated producers. Click "Show More" for further breakdowns.

The Lost chart shows the total lost premium, revenue, policy, and account count for the selected period. It also shows the top five categories with the most losses. Filter by selecting or deselecting checkboxes for "Expired & Non-renewed" or "Canceled." Reaching out to lost customers and offering better options can lead to potential opportunities.