Enterprise DNA - Insurance Applications

Measure insurance applications across sales and branch networks, real time updates on application assessment times and product popularity, measure premiums versus insurance coverage ratios and evaluate key customers and risk assessments at a group or individual level.

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Insurance Applications

Measure insurance applications across sales and branch networks
Real-time updates on application assessment times and product popularity
Measure premiums versus insurance coverage ratios
Evaluate key customers and risk assessments at a group or individual level

Report Breakdown

Insurance Applications
Which regions and branches are bringing in the greatest number of new applications?
Which corporate clients are applying for most coverage?
What products are being applied for by region, customer or group?

Regional Analysis
Regional evaluation of applications, coverage and risks
Which products are selling well in which regional offices?
Which client relationship managers have applications in the pipeline and where in the approval process are they being held up?

Insurance Book Insights
Drill into client details in regards to their insurance applications
Evaluate how key metrics have changed over time
Which client have the most active insurance policy applications, and when is there next review date?
What is the portfolio and group ratings for current insurance policies?


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