We have launched three interactive dashboards that will provide valuable insights into your agency's performance:

Quotes Dashboard: Our Quotes Dashboard provides an overview of your agency’s quoting history. From continue-to-bind percentages to individual producer data, this is our most robust dashboard.

Commissions Dashboard: Our Commissions Dashboard gives agencies visibility into their earned wholesale commissions, the ability to download commission statements, and even opportunities for additional sub-appointments. This dashboard will only populate with data for agencies who use sub-appointments.

Exchange Dashboard: A dashboard exclusively for our agencies who purchase prospects from our Commercial Insurance Exchange, our Exchange Dashboard provides performance data to agencies regarding their Exchange strategy. Again, this dashboard will only populate with data for agencies who purchase prospects from our Exchange.