How to Access
Carrier reports are accessible on every carrier page, and can be downloaded by clicking the carrier report button in the KPI bar.
Key Features
Relationship Summary
Get a quick snapshot of rolling 12-month metrics for premiums, policies, accounts, and products, with indicators for growth and retention trends. Includes a leaderboard for top accounts, industries, products, departments, and producers by premium.
Relationship Trend
Visualize trends in in-force premiums, policies, and products comparing YTD, rolling 12-month, and previous periods.
Industry Opportunities
Identify the top industry opportunities with the carrier, helping agencies spot new growth areas. (Note: The chart shows the carrier's top industries as a representation of the entire book for the industry.)
Product Opportunities
Understand the top product opportunities with the carrier, presented as a chart for easy comparison. (Note: The chart shows the carrier's top products as a representation of the entire book for the product.)
Retention Analysis
Detailed retention charts and tables, showcasing top products by premium and retention rates for commercial lines, personal lines, and employee benefits.
Notes Page
A blank page for jotting down notes during carrier meetings, perfect for capturing insights and action items.
Important Notes
Filters and Data: The report content is determined by the user's policy permissions.