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Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

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Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data
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Page 1: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Advanced Reporting

John PattisonAccount Manager

Stacey GabaldonProduct Manager

E-Z Data

Page 2: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Advanced Reporting

Data entry….Intro

Page 3: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Reporting

Detailed production

Page 4: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Reports

Top producer trend

Page 5: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Reports

No production for this year

Page 6: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Dashboard

Specify production period

Configure spreadsheet

Sort by:• Agents• Agencies• LOB• Supervisor• Product

Page 7: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Dashboard

Production roll-up by supervisor

Page 8: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Production Dashboard

Page 9: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Opportunity Reports

Page 10: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Opportunity Reports

Page 11: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Opportunity Excel Report

Calculated tables and graphical representations • Forecasting• Sale made vs. sale lost• Revenue by owner• Campaign revenue• Opportunity ratios

Page 12: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Opportunity Excel Reports

View sales pipeline by campaign

Page 13: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Opportunity Excel Reports

Forecasting by month and campaign

Page 14: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Operation Management Reports

As agency managers, do you know…• How fast your cases are moving through the

application pipeline? • What percentage of cases moving through the

pipeline you are getting $$ on?• Where you might have opportunity or need for

improvement?

Page 15: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Operation Management Reports

How do you manage now?• How much time do you have to spend to gather

this information?• Is that more time than you can afford … so you

just do without it?• Did you know that SmartOffice can provide you

this data at the touch of a button?

Page 16: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Measuring Cycle Times

Did you know?You can get your overall, average and median cycle time

You can get your average and median cycle time by carrier

If you have an office hierarchy you can get average cycle time by office

Page 17: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Cycle TimesMeasuring elapsed time between stages

Page 18: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Cycle TimesHow long is it taking to get cases through underwriting:

Page 19: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Cycle Times By Carrier

Average and Median for BGA:

Page 20: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Cycle Times By Individual Office

Page 21: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Analyzing Placement Ratios

You can evaluate placement ratio by:• Carrier• Agency• Office• Advisor• Case manager

Page 22: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement RatioPercentage of cases moving through the pipeline that resulted in commission:

Page 23: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement RatioCase count and placement ratio by carrier

Page 24: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement RatioCase count and placement ratio by agency

Page 25: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement RatioCase count and placement ratio by office

Page 26: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement Ratio

Case count and placement ratio by advisor

Page 27: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.

Placement RatioCase count and placement ratio by case manager


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