5.2.2 Key Facts Tab

The Key Fact tab includes Key Performance Indicator Reports at the corporate level. The filters for this tab allow the report results to be focused on selected combinations for comparison and targeted analysis.

The filters include:

• Time
• Company
• Lines of Business
• Product

The various reports available under this tab are detailed in the following sections.

Policy Acquisition by Distribution Channel

This pie chart illustrates the percentage of policy count or written premium attributed based on the distribution channels for the corporation. The corresponding line graph illustrates the similar value, as selected by the filter, over time with a line for External Agents and Agencies and a line for Company Employees.

Figure 5-83 Policy Acquisition by Distribution Channel

Quote Counts by Source

This pie chart illustrates the percentages of quotes for each quote source at the reporting period and can be viewed by the Quote Types. The corresponding line graph illustrates the similar value, as selected by the filter, over time with a line for each source.

Figure 5-84 Quote Counts by Source

Quote Counts by Source Method

This pie chart shows the percentage of quotes for each quote source method at the reporting period and can be viewed by the Quote Types. The corresponding line graph illustrates the similar value, as selected by the filter, over time with a line for each source method.

Figure 5-85 Quote Counts by Source Method

Average Quote Conversion Age

This line graph illustrates the number of days from the initiation of the quote to the binding transaction such as new business policy submission, endorsement transaction, and so on over time.

Figure 5-86 Average Quote Conversion Age