In addition to our recent release of the new Remarket feature launched back at the end of August 2023, we have now added some additional functionality to the Production report to support this.
A new slicer "Is Policy Remarketed" has been added to the Production report in Insights for both summary and policy details tabs. You can choose all, true or false in this field. The summary tab will show the total number of policies remarketed at the transaction and policy type levels based on what you select in the slicer. The policy details tab will provide you with a detailed list of policies based on what you select in the slicer.
This additional slicer will allow brokers to sort and analyze the number of policies that were remarketed within a specified time period.
Summary tab
Policy Details tab