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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.

Agent dashboardSales 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.

 
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User Guide

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Earnings by Source

The Analysis of Insurance EarningsThe Analysis of Insurance Earnings can be now ordered directly from Lulu.com

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Latest News

Insight Enterprise Implemented at Berkshire Life

Insight Decision Solutions, Inc. (www.insightdecision.com), a global provider of insurance analytical software and data warehousing services, today announced that Berkshire Life Insurance Company of America (www.theberkshire.com), Pittsfield, Mass., a wholly-owned stock subsidiary of The Guardian Life Insurance Company of America, New York, N.Y. has successfully implemented Insight Enterprise as its web-based financial analysis and reporting system.

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