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Actionable Analytics

YOUR DATA IS TALKING.
ARE YOU LISTENING?

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Integrated Data Analytics

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Integrated Data Analytics

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.

Build your own
dashboard.
Now that’s SMART.

Build your own
dashboard.
Now that’s SMART.

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.

Commissions Earned
Policies for Renewal
Top Agents

The data you want, any way you want it.

YTD Sales
Pending Quotes
YTD Premium

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