Easily see your key business metrics in one place with Business Overview
Business Overview is one of many new features in recently launched Broker Insights Vision™ platform
Business Overview Introduction
IC Insurance Solutions was one of the first brokers to access Broker Insights Vision™. Commenting on Business Overview, Andrew Campbell CERT CII, Commercial Broking Manager at IC Insurance, said:
“The upgraded Business Overview provides a simplistic view that at a glance will give an idea of overall performance without the need to run extensive reports.”
Business owners and senior executives heavily rely upon Management Information (MI) to make informed decisions, yet the sources of information are often spread across multiple systems.
As a result, MI can be time consuming and difficult to access, and often needs a degree of technical know-how.
Interrogate Data with Ease
Now, with the upgraded Business Overview within Broker Insights Vision™ you have instant access to enhanced MI, allowing you to interrogate data with ease. It allows you to track progress against targets, including a partner-by-partner view, helping you to drive income.
The platform is agnostic, accepting data from any back-office system or software house. As a result, many brokers use the Business Overview to easily consolidate their data view across multiple offices or systems. Top level numbers give focus to the business metrics that drive income, strategy and market opportunity. Immediately you can:
Quickly see your strategic partner progress against growth targets.
Track against your strategy and staff performance.
View rolling 12-month data across income, agencies and partner opportunity.
About Broker Insights Vision™
May 2023 marked a significant milestone for Broker Insights as we unveiled our enhanced platform, Broker Insights Vision™. It is set to empower brokers like never before, enabling you to make data-driven decisions, accelerate growth, and enhance customer satisfaction. Return to the blog for future feature reviews as we roll out this major platform upgrade.
If you’re already part of the Broker Insights community, your Trading Manager will be in touch to discuss your upgrade.
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