Reports

Understanding your business — finding out what’s working, what’s not, and identifying new opportunities — will enable you to make the right decisions at the right times. To understand your business, you need data, digested into reports that give you the information you need to know to make course corrections, to fine-tune your products, to achieve results and meet your goals.

Reports

Understanding your business — finding out what’s working, what’s not, and identifying new opportunities — will enable you to make the right decisions at the right times. To understand your business, you need data, digested into reports that give you the information you need to know to make course corrections, to fine-tune your products, to achieve results and meet your goals.

Reports Features

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Every Field Reportable

Every field captured in the system is reportable.

Data from Anywhere

Your reports can pull data from anywhere in the system, mixing premium data with claims, linking agency productivity with revenue gains and losses.

Reports Inventory

You can start with an inventory of formatted customer reports, configuring and amending them to give you the information you want, the way you want it.

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Report Writing Tool

We’ll work with you to ensure you get just what you want and teach you to use the Report Writing Tool, the same one we use to create our initial inventory of reports. You’ll then be able to create additional reports, perform ad hoc queries, and meet data calls from your governing Department of Insurance.

Scheduler

You’ll get a Scheduler that emails recurring reports to the people who need them, all through our workflows and business rules.

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