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Analytics for Insurance Dashboards for Agents (Managed Package)
Agents start with the Insurance Agent Home dashboard, which is organized into two sections, Understand My Customers and Policies and Grow My Business.
Click the Open Dashboard links beneath each summary chart to see detailed dashboards.
Understand My Customers and Policies Section
Key performance indicators (KPIs) from these dashboards paint an actionable picture of your customers and the policies you’ve sold to them.
My Book of Business
Make the right decisions to drive the success of your business by viewing metrics on all your customers in one set of charts. Adjust the menus at the top of the dashboard to choose a customer segment, then drill into KPIs through the following pages.
- Overview
See how well you’ve performed over time on key metrics. See if gross written premiums (GWPs), customers, and policies have grown. Also find out if customer retention, opportunity win rate, and lead conversion have improved.
- Active Policies and Coverage
Get all the facts about your policies. Learn about the most and least elected coverages within a policy type and how policies are distributed over policy type. Click a segment in the charts at the top to view policy details in the table at the bottom of the dashboard.
- Policy Trending
See how the number of policies and gross written premium have changed over a selected period. For example, discover how many new policies have been added, lapsed, or canceled.
- Earnings and Fees
Breaks down earnings and fees over a selected period for all your products so you can understand which of them drive the most revenue. The dashboard shows data only if your Salesforce administrator uploads external earnings and fees data to CRM Analytics.
My Customers
Understand who your customers are so you segment them and market to them more effectively. KPIs are organized into two pages.
- Who Are My Top Customers?
See which of your customers have high profitability, high premiums, or low claims.
- How many customers gained?
Learn if you’re gaining or losing customers over time, and how many you’re gaining and losing.
- What Demographics Do I Serve?
Get a breakdown of your customers by Marketing segment, premium value group, age, gender, and location.
Customer Interactions
Shows you the best ways to interact with customers. Visualizations show how you divide time between tasks and events and if those activities involve high- or low-value customers.
Renewals & Cancellations
Insights into your policies reveal clients who are up for immediate renewal. You can also find out who’s already renewed and who’s canceled so you can take appropriate action. Get all the details about your policies through the following pages.
- Policies Up for Renewal
See policies and premium due for renewal in the next 30 days, and learn which high-value customers are due for renewal soon. Also identify policies in the grace period so you can take action to boost renewal rates.
- Renewed Policies
Find out your clients’ renewal rates and premiums from renewed policies.
- Canceled Policies
Discover why customers cancel policies. Also see the value of premiums lost for specific cancellation reasons, such as the insured requesting cancellation or nonpayment.
Claims
Get a detailed picture of your claims, starting with an overview of your claims by age, size, and customers’ gross written premium. Adjust the filters at the top to focus on a specific segment of your customers. Then dig deeper into claims data in the following pages.
- Open Claims
Click a bar for a claim number in the Claims by Estimated Size and Claims by Customer Gross Written Premium charts to focus on details for that claim. Use the visualizations to answer the following questions:
- Which claims are open for longer than average closure time?
- Which customers have high estimated claim amounts?
- Which high-premium customers have open claims?
- Claims Over Time
Evaluate the trend of claims, claims severity, and loss ratio over time and average time to process claims.
Note If there’s no data in the Financial Account Transaction object, you see insights based on Claims to GWP instead of Loss Ratio. - Claims by Demography
Identify specific market segments, geographies, or customer demographics with higher claims.
- Claims Acceptance
Get answers to the following:
- How many claims are approved versus rejected over time?
- What is the claim approval rate based on policy type and claim amount?
Product Analysis
What are your top-selling products? Which products sell most in your market segments and locations? What products are most profitable? Get answers to these questions and more in the following pages.
- Product Portfolio Mix
Start here to learn the number and value of premiums distributed over all your products and learn how your product mix has changed.
- Products and Market Segment
Shows products that sell the best to specific marketing segments. Filter according to the segment you want to view, such as millennials, women, or high-net-worth customers.
- Product Profitability
Learn which products result in the highest profit. Also see average profits per product, total profits, and other KPIs about profitability.
- Regional View
Select states or ZIP codes to see the top products in specific locales.
Household Analysis
Get insights about households that help you effectively manage your books of business, identify high-value households, and discover opportunities to increase revenue.
- Book of Business
Learn how your business is doing based on various household and claims KPIs, and effectively manage your books of business.
- My Households
Analyze your households and identify households with high gross written premium. Also, see how your households are performing based on the policies owned, approved claim amount, profitability, and Loss Ratio.
Note If there’s no data in the Financial Account Transaction object, you see insights based on Claims to GWP instead of Loss Ratio. - Cross-Sell Opportunities
Gain insights about households based on the policies owned and discover opportunities to sell other policies to households.
Grow My Business Section
Insights to help you grow your customer base and revenue.
Sales Performance
View all your performance KPIs in a single place so you can keep sales moving in the right direction. See which opportunities need attention, learn if you’re on pace to make quota, view your pipeline, and more through these detailed pages.
- What needs my attention?
Discover opportunities that are behind schedule compared to average so you can take immediate action.
- Will I make my number?
See how you’re progressing against quota so you can make the necessary adjustments.
- What customers am I selling to?
See your open deals with existing customers so you can focus on the ones with highest gross written premiums and potential profitability.
- How has my pipeline changed?
View your pipeline by quarter or another time period to make sure that deals are moving according to plan.
- What is my win rate?
Learn your win rate over time and which policy types result in faster wins. Also uncover specific market segments where you win more.
Customer Acquisition
Get new customers faster with insights that point you to leads that convert most quickly. Visualizations surface leads to call today, identify promising sources for leads, and understand the lead conversion process. KPIs are organized into the following pages. Click a segment in any of the top charts to see details in the details table below them. The Rating column in each details table shows which leads are hot and cold, based on the value from the Rating field in the Lead object.
- What Needs Attention?
See who you should call right away based on the number of days since the last contact or the age or expected value of a lead.
- Lead/Referral Sources
Learn the sources for your leads and the most valuable lead referrers on your team.
- Tracking Leads/Referrals
See how far each of your leads has progressed toward conversion.
- Conversion
See how long it takes to convert leads to business and learn the factors that either slow or speed the process. Also see how many touches it typically takes to close a lead.
- Lead Pipeline Trending
Pick a start and end date and see how the lead pipeline has changed during that period.
Upsell/Cross-Sell
Identify your whitespace, that is the opportunities where you could sell more coverage or products. Dig into details about your opportunities through the following pages.
- What Policies to Upsell Coverage?
Select a policy type to find out its upselling potential.
- Policy List for Upsell
Get a filtered list of policies based on one or more missing coverages.
- What Policy Types Can I Cross-Sell?
Learn the size of opportunities for cross-selling specific policy types.
- Customer List for Cross-Sell
Create a list of customers that can be added to cross-selling campaigns, such as selling life insurance to customers who have automobile coverage.
