Dashboarding & Reporting

Maximize Sales & Agent Performance with Real-Time Insights

Empower your agents and managers with customizable dashboards and reports to track agent productivity, policy sales, and key metrics—all in one place.
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Solution Benefits
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Full Performance Visibility

Track key metrics like sales, leads, and persistency for agents, brokers, and managers.

Customizable & Flexible Data Views

Configure reports based on your specific needs and available data.

Actionable Insights in Multiple Formats

Analyze data easily with bar charts, line graphs, pie charts, and lists.

Access Anywhere, Anytime

Monitor reports seamlessly on mobile, tablet, or desktop.

Improve Efficiency

Digital transformation for companies will make it easier for companies to scale without adding additional headcount

Enable Digitization

With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile

Engaging

Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers

Kickass Team

We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management

Features Designed to Elevate Engagement and Drive Sales
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Improve Efficiency

Digital transformation for companies will make it easier for companies to scale without adding additional headcount

Enable Digitization

With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile

Engaging

Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers

Kickass Team

We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.

Flexible and configurable based on your requirements according to data provided.

View total premiums and sales by GWP, policies, product type, no. of customers for each agent and partner.

Multi-format Data Viewer

Visible data presented in various formats: bar, line, pie and lists.

Universal Device Compatibility

Mobile and web friendly across all devices.

Take A Look Into Dashboarding & Reporting Product Demo
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Trusted By Leading Insurance Companies and partners
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