备注 对于拥有 Financial Services Cloud 基本或标准许可证和 FSCAnalyticsPlus (CRM Analytics for Financial Services) 许可证的 Vlocity 客户，可以额外付费获得保险续订预测应用程序。有关完整的部署说明，请查看部署 Tableau CRM for Financial Services
您可以通过 CRM Analytics Studio 访问保单续订预测应用程序及其仪表板。
保单续订可能性仪表板
保单续订可能性仪表板可让您深入了解不续保的高风险保单。仪表板图表回答了这些问题：
有多少份保单需要续保？
需要考虑多少客户？
对于准备续订的保单，GWP 如何？
哪些保单有不续订的风险？
哪些是需要关注的高 GWP 保单？
为了留住客户，我应该优先跟进哪些客户？
续订保单可能性仪表板
续订保单可能性仪表板（嵌入）为您提供有关特定客户保单续订状态的见解。仪表板图表回答了这些问题：
客户有多少份保单需要续保？
客户还有多少天可以续订他们的保单？
要续订的保单的 GWP 是多少？
要续订的保单的预测续订得分是多少？
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