Difference between revisions of "DataView Integration"
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DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard that saves time—and money. | DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard that saves time—and money. | ||
Latest revision as of 19:22, 19 July 2021
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DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard that saves time—and money.
Using sophisticated analysis tools, DataView reads and interprets your data, producing results you won’t find anywhere else.
For example:
- Net New Business is an important figure most systems have a problem with: If a policy is re-written with a different carrier, the new policy will download as New Business, affecting your production reports. DataView sees that the expiration (or cancellation) of the replaced policy is adjacent to the inception of the re-write, and correctly recognizes the policy as a re-write and not new business.
- The Retention Report gives you an overview of business retained versus lost policies.
- The Performance Score is an industry-first that shows retention, activity count, new business and more for your staff.
For more information regarding Dataview availability, contact sales.
