This feature provides a unified, comparative view of key performance indicators (KPIs) across insurance intermediaries—whether they are brokers, bancassurance partners, or insurers—enabling faster, more informed strategic decisions. The dashboard offers a comparison regarding Market Share, Commission vs. Active Policies, Pipeline, Refunds vs. Claims while allowing several filters to explore information.
 

This Dashboard aims to support the commercial teams with a full insight about the portfolio and performance. KPIs regarding conversion, new business vs. lost deals, geographical distribution, policies per product, top intermediaries with lost proposals provide performance insights, but also KPIs regarding Customer details and evolution like seasonality, cancellations rates, win-backs, policies per customer, while allowing homologous evaluations.
 

The Intermediary Dashboard provides a consolidated analytical view of each intermediary performance, either a broker or insurer. The goal is to provide a deep insight about partner’s contribution in the business, by presenting KPIs like Market Share, Top Products, Evolution New Deals vs. Lost Deals, Claims and Pipeline.
 

The Policy Holder Dashboard provides a consolidated analytical view of each customer’s lifecycle – corporate or end customer, including policies, receipts, refunds, proposals, and claims. KPIs like loyalty, cancellation rates, claim ratio, but also premiums and refunds evolution with a timeline with customer events are present to fully know your customer.