If it’s in the system, you can analyze it—using 500+ pre-built reports, or create custom reports in seconds. Examine every angle of your business to see where opportunities are, where you’re wasting effort, and what your next move should be.
Users can set up job-specific dashboards that present exactly the data they need at login. For your CEO, that might be new policies this month or current retention rates. Producers might want to know their sales and commissions to-date.