- Management has the ability to monitor the performance of various insurance agencies that they partner with, as well as the various insurance products that are maintained in their catalogue.
- Information for these two facets of the business are presented at a summary level, allowing a holistic view of the entire operation. In addition, a more detailed view is available which provides analysis and elaboration on specific partner agencies and policy products accordingly. This approach satisfies both the need to monitor the business from a big picture perspective and the need to manage the business at a more tactical level.
- Furthermore, a live connection is made against CRM online data, allowing these dashboards to continually update automatically. This ensures that the information displayed on these dashboards always provide the most current view of the business and how it responds to the strategic decisions of the company’s leadership.
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