You are here:
FSC Insurance Analytics Fast Start Dashboards (Managed Package)
The FSC Insurance Analytics Fast Start dashboards give you data-driven insights to effectively monitor the growth of your policies over time and to identify cross-selling opportunities within the existing customer base to improve the business revenue.
You can access the FSC Insurance Analytics Fast Start app and its dashboards through CRM Analytics Studio.
Landing Page Dashboard
The Landing Page dashboard provides an overview of your book of business, cross-selling opportunities, policy trends, and team performance to quickly identify the areas that need attention. From each chart, you can go to the detailed analytics dashboards to get in-depth insights. The dashboard charts answer these questions:
- What are the cross-selling opportunities of a specific policy type in my customer base?
- What's the growth in Policies and Gross Written Premium (GWP) over time?
- What's my team’s performance on GWP?
Cross-Sell Dashboard
The Cross-Sell dashboard provides insights to identify cross-selling opportunities for existing customers based on multiple KPIs. The dashboard charts answer these questions:
- How many customers exist for each policy type?
- What are the cross-selling opportunities for each policy type in my customer base?
- What are the cross-selling opportunities for customers who have experienced a life event recently?
- Who are my valuable customers based on GWP and tenure?
Book of Business Dashboard
The Book of Business dashboard contains the visualizations to quickly analyze your book of business. The dashboard charts answer these questions:
- What's the GWP for each policy type?
- What's the growth in Policies and GWP over time?
- Did Policies or GWP increase or decrease significantly for any state?
- What's the GWP for new business?
Team Performance Dashboard
The Team Performance dashboard provides insights to track the team and agent performance over a period. The dashboard charts answer these questions:
- Who are the top-performing agents?
- What's my team’s performance and is the performance improving over time?
- What's the performance of a specific insurance agent compared to the team and is the agent's performance improving over time?
Cross-Sell Dashboard (Embedded)
Embed the Cross-Sell dashboard in an Account page to get insights into the cross-sell opportunities for a specific customer. The dashboard charts answer these questions:
- What's the GWP of a customer’s current policies?
- What are the policy preferences of other similar customers?
- What are the cross-sell opportunities for a customer?
Retention Rate Dashboard
The Retention Rate dashboard provides insights into the retention rate of the team and the agents. The dashboard charts answer these questions:
- What's the current retention rate?
- How many policies are upcoming for renewals?
- How's my team’s retention rate and is the retention rate improving over time?
- What's the team’s average retention rate?
- What's the performance of a specific insurance agent compared to the team and is the performance improving over time?
Canceled Policies Dashboard
The Canceled Policies dashboard provides insights to track the canceled policies over a period, identify reasons for cancellation, and analyze the period with higher policy cancellation. The dashboard charts answer these questions:
- How many policies did customers cancel and are cancellations increasing or decreasing over time?
- What are the top reasons for policy cancellations?
