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Analytics for Insurance Dashboards for Embedding (Managed Package)
Analytics for Insurance includes dashboards that can be embedded in Lightning Experience pages to provide detailed insights on customers, leads, and opportunities. Check with your Salesforce administrator to see if these dashboards have been embedded in your Salesforce org.
Book of Business
Embed in an Account or Contact page layout to get an overview of your book of business. Shows the book of business for an agency or agent. Also shows gross written premiums, policies, renewal rate, loss ratio, claims value, and number of claims.
Customer
Embed in a Customer page layout to see how a customer’s GWP and loss ratio compare to your average customer. Click the arrow to the right to open the next panel, which shows how many claims the customer has filed. The second panel also shows the approved claim cost and how long their claims have been open.
Distributor Book of Business
Intended for embedding in the sales manager Home page. Analyze the book of business for each of your distributors and whitespace—that is, upsell and resell opportunities—for distributors and customers. The Book of Business tab (default) shows sales by policy type and territory and total sales and other key performance indicators (KPIs) for the distributor selected from the Agency Name filter. Click the Whitespace tab to see a breakdown of the types of policies sold by each of your distributors. Set the GWP filter to get the top distributors and analyze upsell/resell opportunities for those distributors. The chart reveals which distributors sold few or no policies of certain types to suggest opportunities to upsell or resell those types of policies. Click Customers to see the same breakdown by customer.
Distributor Sales Performance
Intended to give distributors a summary of KPIs by embedding in Account and Contact records pages. Selections from the global filters apply to all the four dashboard tabs. Opens to the Sales tab, which shows performance by sales and renewals of policy types. Click the Claims tab to view performance by claims and loss ratio by policy type. The Customer Interaction tab shows time spent with customers and the number of weekly activities. Whitespace shows a breakdown of the types of policies sold to each of your customers.
Key Distributors
Intended for embedding in the sales manager Home page. See the leaderboard of distributors based on multiple KPIs. Default view shows performance by gross written premium. Click the tabs below that chart to see how distributors perform according to policy count, loss ratio, and GWP growth.
Lead/Referral
Embed in a Lead page layout to get insight into how likely you’re to convert the lead based on its source and the level of interest in the product. Click the arrow on the right to view the number of activities associated with the lead to see if you give it enough attention. Click the arrow again to learn days until conversion for the lead to be sure it’s progressing as expected.
Opportunity
Embed in an Opportunity page layout to learn the factors that influence win rate for a specific opportunity. Also see where the opportunity stands in the closing process and how its progress compares to other opportunities.
Household
Embed in an Account page to learn about the household’s policies and claims when compared to the average of all households. The dashboard shows how the household is based on its gross written premium and loss ratio. Also, identify claims that are open for more than the average claim processing time.
