New Feature: Remarketed Policy Indicator in Production report
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 detail…
Enhancements in Post-Purchase Marketing Analysis for Better Customer Insights
Introduction: Post-purchase marketing analysis plays a crucial role in understanding customer behavior and enhancing customer retention strategies. In this article, we will explore the recent enhancements made to the post-purchase marketing analysis report, focusing on its structure, visualizations, and metrics. The r…
Bulletin - January 12th, 2022 - Suite of reports
NEW: Update to insights From Friday 14 th January, 2022 the following two enhancements will be available when viewing the suite of reports in insights. Fulfillment Type slicer The newest slicer and column addition is “fulfillment type”. This slicer will allow you to select between Manual or Modern product. …
Bulletin - March 29, 2022 A/R Report
NEW: Enhancements to the Accounts Receivable Report We are delighted to confirm the release of several enhancements to the Accounts Receivable Report, available to you immediately!! This release includes the following: * NEW PAGE - Aged A/R Summary page * NEW PAGE – A/R Listing Summary page * AMENDED PAGE…
Partner Policies Report
This is a report available via the insights module, under the Sales section of reporting. Partner Policies report has been modified, including a name change FROM Partner Policies with Referral Fees. This report now includes policies that have any code used within the term of the policy. The reports consists …
Power BI access update
Copy of Email communication sent February 4th, 2022 Hi everyone, If you currently use external links to access PowerBI reports (for example, you may have the PowerBI link saved on your desktop or browser), as of February 28, 2022, these links won’t work. What this means for you Starting March 1, 2022, pleas…
Updated: insights Trial Balance Report
insights - Trial Balance Report Tabular report to be used for accounting. The Trial Balance will show: * Financing type slicer (Summary and Policy Details Page). * Employee Commissions journal entries. * KPI tracker breakdown of Net Income - on the Summary tab. * KPI tracker visuals - on the Policy Detai…
Book of Business Report Guide
Book of Business – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. Tabular report that contains the following: * Policy sales * Written premium * Brokerage commission * Brokerage commission % of …
New Business Policy Details Report Guide
New Business Policy Details – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. This is a tabular report that shows only new business policy sales. Tips * If you forget which criteria you use…
