Advanced Reporting

John PattisonAccount Manager

Stacey GabaldonProduct Manager

E-Z Data

Advanced Reporting

Data entry….Intro

Production Reporting

Detailed production

Production Reports

Top producer trend

Production Reports

No production for this year

Production Dashboard

Specify production period

Configure spreadsheet

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

Production Dashboard

Production roll-up by supervisor

Production Dashboard

Opportunity Reports

Opportunity Reports

Opportunity Excel Report

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

Opportunity Excel Reports

View sales pipeline by campaign

Opportunity Excel Reports

Forecasting by month and campaign

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?

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?

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

Cycle TimesMeasuring elapsed time between stages

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

Cycle Times By Carrier

Average and Median for BGA:

Cycle Times By Individual Office

Analyzing Placement Ratios

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

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

Placement RatioCase count and placement ratio by carrier

Placement RatioCase count and placement ratio by agency

Placement RatioCase count and placement ratio by office

Placement Ratio

Case count and placement ratio by advisor

Placement RatioCase count and placement ratio by case manager