Policy Works Reporter: Business Intelligence at Your Fingertips
By Lisa Kirshner, Implementation Manager, Policy Works Inc.
Business intelligence is key to running a successful operation. This is especially true for a brokerage. As a principal or commercial-lines manager, you need to know how productive each employee is. Whether it is the close ratio of your producers, or the number of submissions completed per month by Marketers, this information is vital to making informed decisions.
The problem facing many owners and managers, however, is that this information is often collected, if collected at all, in disparate places: Excel spreadsheets, Word documents, and your BMS system. Culling meaningful, relevant data to produce reports becomes a taxing process.
The Policy Works Reporter enables you to generate accurate reports in a matter of minutes. And there are numerous reports to generate, such as: binders by producer, submissions by marketers, and quotes by insurers, just to name a few. This information enables you to spot both positive and negative trends. And then act accordingly.
Generating a report in Policy Works Inc. is an extremely simple process:
- In the Report list, choose the report you want to generate.
- In the From box, type or select a start date.
- In the To box, type or select an end date.
- Click Display.
Making decisions in a fast-paced environment is never easy. But Policy Works, with its Reporter functionality, gives you better data to make informed decisions.
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