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Use FSC Insurance Analytics Fast Start (Managed Package)
The FSC Insurance Analytics Fast Start app is a quick stop for agents and managers to get insights into their book of business and to identify opportunities to improve sales. The dashboards provide accurate insights on the historical trends of Policies and Gross Written Premium over time. The dashboards also provide insights to identify opportunities to cross-sell policies to existing customers based on KPIs such as Gross Written Premium, Policy Type, Tenure, and Life Events.
Note FSC Insurance Analytics Fast Start is included with CRM Analytics
for Financial Services, which is available for an additional cost to customers who have
Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics
for Financial Services) license. For deployment instructions, see Deploy CRM Analytics for Financial Services.
- 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.
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