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Siebel eInsurance Analytics Dashboards

The Siebel eInsurance dashboards are available to users of Siebel eInsurance Analytics.

Policy Sales Analytics

This dashboard is for sales executives, managers, and agents. It contains reports that show revenue trends, agent productivity, cross-sell effectiveness, customer retention, and new business. Insurance carriers can use these reports to monitor their sales operations and make appropriate changes to their sales strategies.

Policy Service Analytics

This dashboard is for policy servicers, such as customer service executives, call center managers, and customer service representatives. It contains reports that show service request statistics, customer satisfaction scores, and claims service performance indicators. Policy servicers can use this information to monitor and maintain customer service levels across all channels and all lines of business.

Insurance Marketing Analytics

This dashboard is for marketing executives, managers, and analysts. It contains reports that display measurements in customer acquisition, retention and attrition, customer segments, household demographics, and product penetration. These reports can be used to help maximize return on investment (ROI) by allocating marketing resources to the proper prospects, through the most effective channels.

Insurance Claims Analytics

This dashboard is for insurance claim executives, insurance claim managers, and individual adjusters. It shows loss ratios, claims cycle times, reserve accuracy, and salvage and subrogation effectiveness in claim settlement. You can use this information to monitor and maintain the effectiveness of claims operations.

Insurance Agents/Partners Analytics

This dashboard is for partner executives and managers who need information about business relationships with their partners. It provides information for use in monitoring agent and agency productivity, the quality of submissions, and customer retention. Carriers can use this information to manage partner relationships and to allocate resources to partners.

Insurance Executive Analytics

This dashboard is for insurance executives who need a view of the operations of the company as a whole. It contains reports that show information about sales, customers, service, and the market. Insurance executives can use this information to monitor their company's operations, and to make changes to their corporate strategies.


 Siebel Analytics User Guide 
 Published: 18 April 2003