3.5 Producer Analysis

This topic provides information on producer analysis. It presents consolidated insights on producer performance, activities, and outcomes to support evaluation and decision‑making.

The Producer analysis screen enables user to view and know the status of all applications sourced by different Producers.

Navigating to Producer Analysis

1. On the Dashboard, click Dashboard. Under Dashboard, click Producer Analysis.

   The Producer Analysis screen displays.

   Figure 3-10 Producer Analysis

   
   

   
   Description of "Figure 3-10 Producer Analysis"

   
   

User can filter producer details based on any or all of the following criteria:

• Company
• Branch
• Region
• Territory
• Sales Agent
• Underwriter
• Funder

User can select the values from the adjoining drop-down list. Click Submit button. System displays the Producer details satisfying the criteria, user selected.

The following details are displayed under Producer Details section:

• Producer #
• Name
• Company
• Branch
• Type

Select the producer user need to view the statistics. The system displays the statistics under Summary sub tab and the status and sub status of various applications under Applications sub tab, of the selected producer.

The system displays the following details under Summary sub tab:

• Year
• Total Apps
• Approved
• Conditioned
• Rejected
• Withdrawn
• Funded
• Amount

The system displays the following details under Applications sub tab:

• Company
• Branch
• App #
• Date
• Title
• Product
• Status
• Sub Status