Filters
The filters panel contains an alternative timeframe filter feature:
Next 30 days
Next 60 days
Next 90 days
Custom date range
KPI Bar
The KPI bar provides a high-level overview of key metrics driving business performance. Growth icons following each KPI highlight the net difference in growth from the comparison period through a year-over-year analysis:
Green icons indicate growth greater than zero.
Red icons appear if growth from the comparison period is less than zero.
Renewal Chart
This chart displays policies that meet the filtered criteria previously indicated. Tracking renewals is essential for maintaining client relationships and ensuring consistent revenue. Proactive management of renewals can help prevent clients from switching to competitors and identify opportunities for upselling.
Displayed Fields
Expiration Date
Status (Available statuses: Pending, Renewed, and In Progress)
Pending: No renewal policy has been set up in the AMS. These will show as "Pending" for 30 days until they move to lost (or whatever Grace Period your agency has agreed upon).
Renewed: A policy that has been renewed and is post-expiration/effective date.
In Progress: A renewal policy has been set up within the AMS. This will not move to Renewed until after the expiration date and once the renewal has been validated as a new policy.
Lost: The policy has been lost and is outside of the grace period.
Renewed: Policy has been renewed in the system. The earliest this will show up is one day after the renewal date.
Account (Account Name)
Policy Number
Product
Placement (Direct or Indirect)
Premium (Ennabl)
Revenue (Ennabl)
Premium (AMS)
Revenue (AMS)
Producer(s)
Account Manager
Market (Ultimate Parent Level)
Interactive Features
Click on any Account Name, Product, Producer Name, Account Manager Name, or Market Name to learn more about that entity. This interactive feature helps you quickly access detailed information and take action as needed.
Download the chart by clicking the download arrow to export the data into Excel for further manipulation, such as using a pivot table. This allows for in-depth analysis and custom reporting tailored to your business needs.