Dashboard Pro: Key Features
Innovative management solutions for insurance brokers
Dashboard Pro can act as an efficient management system for insurance brokers; it can track customer adoption rate and new users, analyze upcoming renewals and client retention rates, show a detailed snapshot of your business and active premium, and gain insights into insured vehicle count (that’s barely scratching the surface of what these dashboards can do!) Dashboard Pro provides insightful data to boost broker efficiency by assessing real-time data to make more effective decisions.
Dashboard Pro offers detailed insights into your client retention rates by analyzing policy renewals, cancellations, and trends that can help you to implement more targeted strategies. These can help you improve customer loyalty and retention over time, enabling your proactive measures to become more effective.
Yes, Dashboard Pro is user friendly; its intuitive interface and visualizations make it accessible for brokers with varying levels of technical expertise.
Yes, brokers can use Dashboard Pro to analyze clients’ profiles and policies to suggest potential cross-selling opportunities based on their needs and preferences, thereby increasing revenue potential. Here is an example: Dashboard Pro tracks the number of policyholders with a single policy through your brokerage and identifies potential strategies to cross-sell additional insurance policies.