The Insight Sales and Marketing applications integrate agent management with the analysis of sales across the full policy lifecycle allowing agent sales to be viewed in the light of the quality of sales. With flexible sales hierarchies and sales split over any number of agents, Insight Enterprise provides unrivalled ability to appreciate and manage sales performance.

Sales and Marketing applications are grouped into two applications groups:

Agent Analysis

Agent analysis provides profiling and trending agents and their associated transactions over time by the full set of agent attributes. Similar to policy movements, agent movements reconcile and explain changes in your salesforce over time by a range of measures including agent numbers.

Agent Analysis provides understanding of movements and transactions in the context of the agents, with drill-through to individual records.

Sales Analysis

Sales Analysis provides profiling and trending of policy commissions, policy movements, application movements and performance metrics by agent, with drill-through to individual agent records.