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Client
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Opportunity V
4
2
Home
Client
Performance
Opportunity
4
2
Home
Client
Performance
4
2
John Anderson, Insurance ABC
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Renewals
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Production
of Brokers
FTE Count
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Renewals
Lost Business
New Business
Produ
Aged A/R
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Gross Profit
Customer Retention
Net Commission
New vs lost Biz
$ 23,000
80.37%
$ 57,000
Past Renewals
Renewals Now
Incoming
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Retention rate chart over time & Comparison
Your Reports Saved
Count of FTE
Profit & Loss
Lost vs New Biz
Net View
Completely new vs. sold to existing
Renewals Graph
Count
Premium by
Line of Businesses
Production by Carriers
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Upcoming Events
Day Events
Upcoming Events
Day Events
8.22
Meet with ABC
x3
DUR: 1h
8.22
Client calling
x0
DUR: 30min
8.22
Sales conference
x1
DUR: 1.5h
8.02
Meet with ABC
In 2 hours
DUR: 1h
8.02
Client calling
In 5 hours
DUR: 30min
8.03
Sales conference
In 1 day
DUR: 1.5h
8.05
After release com
In 2 days
DUR: 2h
Aug 2013
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02
Friday
August, 2013
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