Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.
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Transcript of Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.
![Page 1: Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data.](https://reader031.fdocuments.in/reader031/viewer/2022020319/56649f2f5503460f94c48e41/html5/thumbnails/1.jpg)
Advanced Reporting
John PattisonAccount Manager
Stacey GabaldonProduct Manager
E-Z Data
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Advanced Reporting
Data entry….Intro
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Production Reporting
Detailed production
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Production Reports
Top producer trend
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Production Reports
No production for this year
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Production Dashboard
Specify production period
Configure spreadsheet
Sort by:• Agents• Agencies• LOB• Supervisor• Product
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Production Dashboard
Production roll-up by supervisor
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Production Dashboard
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Opportunity Reports
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Opportunity Reports
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Opportunity Excel Report
Calculated tables and graphical representations • Forecasting• Sale made vs. sale lost• Revenue by owner• Campaign revenue• Opportunity ratios
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Opportunity Excel Reports
View sales pipeline by campaign
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Opportunity Excel Reports
Forecasting by month and campaign
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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?
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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?
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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
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Cycle TimesMeasuring elapsed time between stages
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Cycle TimesHow long is it taking to get cases through underwriting:
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Cycle Times By Carrier
Average and Median for BGA:
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Cycle Times By Individual Office
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Analyzing Placement Ratios
You can evaluate placement ratio by:• Carrier• Agency• Office• Advisor• Case manager
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Placement RatioPercentage of cases moving through the pipeline that resulted in commission:
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Placement RatioCase count and placement ratio by carrier
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Placement RatioCase count and placement ratio by agency
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Placement RatioCase count and placement ratio by office
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Placement Ratio
Case count and placement ratio by advisor
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Placement RatioCase count and placement ratio by case manager