GET TO KNOW YOUR DASHBOARD
Quickly and confidently see how you’re performing with a new dashboard that displays your quotes, submissions, renewals and cancellations performance.
Click on each of the headings below to understand how you're able to enlighten your business, every time.
Quickly understand your quote performance with your new dashboard.
Quotes are counted per client so if you create variations of a quote for the same client at the same property, for example adding/removing Accidental Damage, this will be counted as just one quote.
Confidently understand your submission performance with your new dashboard.
A submission is counted each time you submit your client’s application.
By shining a light on your conversion rate, you can see if your sales performance is shining bright or in need of a bulb change.
Your conversion rate is calculated by dividing your submissions by the number of quotes, for example: 50 submissions / 120 quotes = 41.66% conversion.
A spotlight on your renewals gives you greater visibility around this element of your GI book.
A renewal is recorded each time one of your client renews their policy on their renewal date.
You can also see which of your clients have been invited to renew in the new renewals section.
To provide greater visibility around cancellations, your dashboard shows you how many clients have cancelled in your chosen time range.
If you want to contact your client to ensure they've arranged adequate cover go to the new cancellations section where you've all the information you need before making the call, including the date they cancelled and the reason why in the dedicated cancellations section.
Understand the size of your GI book every time you log in with your retention rate.
Your retention rate is calculated using the number of on-risk policies at the beginning and end of your chosen time range whilst ignoring any new business.
For example, if you started a month with 475 policies on-risk, put 50 new policies on-risk and had 500 policies on-risk at the end of the month, your retention rate would be (500-50)/475 = 94.74%
WE'VE LISTENED TO YOUR FEEDBACK
After hearing your thoughts, we've made it easier to open your current and submitted quotes. Now, simply click on the QUOTE REF number, which you'll always find on the left hand side of your current and submitted quote tables.
UNDERSTAND YOUR CLIENT'S RENEWAL SITUATION
You'll now be shown your client's current premium, what their new premium is going to be, whether they opted in for our rebroke service and if the new price is a result of rebroke.
To help with reporting and analysis you can also export your renewal data in either csv or pdf format.
UNDERSTAND WHY A CLIENT CANCELLED THEIR POLICY
If you want to contact your client to ensure they've arranged adequate cover you now have all the information you need before making the call, including the date they cancelled and the reason why.
To help with your analysis or reporting you can export your cancellation data in either csv or pdf format.
A NEW QUOTE EXPERIENCE
Questions are now grouped into sections with new visuals, making it easier to select the right answer for your client!
COMPARE QUOTES MORE EASILY
Without losing any information and functionality you’re already used to.