Header 1

In the main dashboard view, you can set date ranges for each of the following data points. The date ranges are categorized by year, week, and month. Each date range can be specific to the chart or the graph that you’re viewing it on. The data points that you can view are:

  • New revenue
  • New policies
  • Total workflows
  • Total new policies
  • Monthly revenue growth
  • Policy distribution

Down at the bottom of the dashboard, there are more specific metrics:

Carrier metrics let you see

  • the carrier name, the number of policies, the new premium, and the total premium throughout a certain date range.

Header 2

  • The producer’s name
  • The number of policies
  • The premium that they brought in in a certain date range

Policy metrics let you see:

  • The policy type
  • The number of those policies that have been sold
  • The premium amount during that specific date range as well

 

Changing Date Ranges

To change the date range on any specific graph or data display, click the Set/Clear Filter button and select the date range that you want.

 

I need to clarify:

  • What gets pulled in
  • What triggers new revenue
  • What the triggers are for new policies
  • What policy status’ Make those up.

 

Renters Insurance

Header 1

In the main dashboard view, you can set date ranges for each of the following data points. The date ranges are categorized by year, week, and month. Each date range can be specific to the chart or the graph that you're viewing it on. The data points that you can view are:

  • New revenue
  • New policies
  • Total workflows
  • Total new policies
  • Monthly revenue growth
  • Policy distribution

Down at the bottom of the dashboard, there are more specific metrics:

Carrier metrics let you see

  • the carrier name, the number of policies, the new premium, and the total premium throughout a certain date range.

Header 2

  • The producer's name
  • The number of policies
  • The premium that they brought in in a certain date range

Policy metrics let you see:

  • The policy type
  • The number of those policies that have been sold
  • The premium amount during that specific date range as well

 

Changing Date Ranges

To change the date range on any specific graph or data display, click the Set/Clear Filter button and select the date range that you want.

 

I need to clarify:

  • What gets pulled in
  • What triggers new revenue
  • What the triggers are for new policies
  • What policy status’ Make those up.

 

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Boston, MA 01782