Improving the top line performance is a challenge for any organization. Insight Enterprise not only provides the tools to analyze and manage sales performance, it also allows you to analyze business performance metrics and financial statements by agent and office.

Insight Enterprise provides a range of Sales and Marketing applications that 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.

The following application groups will be of particular interest to Sales and Marketing departments:

Agent Analysis

Agent analysis provides profiling and trending of 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 and application movements by agent, with drill-through to individual agent records. It includes performance metrics, such as persistency and loss ratios.

Profitability Analysis

Earnings are available in the context of the salesforce, providing profitability by agent and office.