Often reduced to the sale of insurance policies alone, insurance professions require a much wider range of skills and competencies. Customer opinions and satisfaction, claims analysis, consistency of and compliance with the cost-revenue relationship, organization of policy sales, brokerage transactions, insurance sales volumes, customer file management, actuarial valuation, customer service quality, soundness of investments… All of the above are parameters that must be taken into account on a daily basis. It is therefore essential to be able to fully monitor activities, and challenge key points, via an insurance dashboard.

Setting up a new insurance policy is far more complex than it might seem at first sight. In addition to measuring risks against a multitude of parameters, such as the age and state of health of the insured person, for example, the insurer must be able to calculate profitability in relation to insured groups, policyholder locations, and a vast array of other data, related to the climate, politics and specific professions.

How to ensure that contracts are sold according to predetermined plans? Are customer claims effectively managed? What are the associated risks?

Given the above, it is important to be able to continuously monitor the entire business, from the head office to the point of sale, from single insurance policies to general risks, from claims to potential fraud, from insurance premiums to compared analysis of sales. An insurance dashboard enables you to:

• Analyze claim payment rates while recording the origin of the claim, in terms of both the profession and geographical location

• Identify call centers that are performing well and those that are failing, and improve or optimize their effectiveness by analyzing sums of complex data with a simple display

• Assess premium costs with an intuitive, real-time display of historical data

• Detect frauds and resolve them rapidly by viewing the sources of data

• Compare policy sales in a specific area…