Business Reporting - Insurance Software
Features
Business Reporting System
| Periodical Reports | Set your own reporting requirements. Run off today’s business, or business over preset periods. Customizable parameters include numbers of completions or offers, processed by region, broker or group etc. | |
| Bordereaux Reports (Bordereau) | Can be created in a number of formats including an Excel spreadsheet. We can set templates for you to make them as professional as you need. Data can be itemized, summarized, grouped and even presented with various graphs and bar charts giving you even more visual clarity. | |
| Pipeline reports | Add many different reports including bordereau, financial, pipeline, profit/loss etc. | |
| Management Reports | Daily, monthly, weekly, annual and date range reports that show you your prospects, live clients, completions, not proceeding, cancelled and lapsed business. See how much business individual staff or departments are processing. Find out how many cases are at a certain stage. Who are your best performers, brokers and introducers, and how are they affecting your profit and loss levels? | |
| Dashboard Reports | We can set up dashboards which act as reports and a search mechanism. They can create reports for different departments that show new business, sales activity, and even to show items like compliance check lists. Dashboards can be used for virtually anything that shows a process. They can be presented in both itemized, summary and graphical formats. | |
| Multiple Outputs | Screen preview mode, Excel, CSV, HTML, XML, SYLK. | |
| Fast Report Engine | Built-in to the system, it can handle all of your reporting needs. Reports can be created in minutes that traditionally took hours or even days. |