6.4.2 Performance Tab

The Producer performance tab includes reports that focus on the performance of each producer and producer collectively. The filters for this tab allow the report results to be focused on selected producers for comparison and targeted analysis.

The filters include:

• Time
• Company
• Lines of Business
• Products
• Producer
• Region

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

Producer New Business Map

This map-based report shows new business policies written by producers in different areas.

Figure 6-202 Producer New Business Map

Producer Distribution

This map-based report shows a number of producers distributed in different areas.

Figure 6-203 Producer Distribution

Active Producer Appointments

This tabular report shows details of active appointments by periods, country, state, count of current active, percentage of active against total appointments, with previous period count and previous active appointments during select report analysis time period.

Figure 6-204 Active Producer Appointments

Producer Performance Analysis

This tabular report provides a summary of Key Performance Metrics for the agents and agencies and averages the results for each of the respective classifications. This provides the basis for comparison when looking at individual producer performances.

Figure 6-205 Producer Performance Analysis

Inactive Producers Summary

This line graph illustrates the count of agents or agencies over time that have not written a new business policy within either 30, 60, or 90 days since the reporting period start date. These producers have current appointments but are not currently placing new policies with the organization.

Figure 6-206 Inactive Producers Summary

Premium and Claim

This time-series report shows types of premium generation and claims for selected or all producers.

The report records written and earned premium by producers vis-à-vis claim payments. This report helps to see profitability for the businesses generated by the producers for the company.

Figure 6-207 Premium and Claim

New Business

This tabular report shows new business written premium generated by all or selected producers in comparison with previous period written premium and percentage growth and decline in business contributed by the producers.

Figure 6-208 New Business

Top Ten Producers

This report lists out top-performing producers by region with their previous ranks. These reports can be displayed based on producer types like agencies and agents selected at the report group level drop-down menu. This report can be viewed by key indicators like written premium, conversion/bind ratio, attrition ratio, claim counts, etc selected at the report level drop-down menu.

Figure 6-209 Top Ten Producers

Bottom Ten Producers

This report lists out least performing producers by region with their previous ranks. These reports can be displayed based on producer types like agencies and agents selected at the report group level drop-down menu. This report can be viewed by key indicators like written premium, conversion/bind ratio, attrition ratio, claim counts, etc selected at the report level drop-down menu.

Figure 6-210 Bottom Ten Producers

Top 10 Producing Agency New Business Quote Count

This chart lists the producing agents and agencies with the 10 highest New Business Quote Count for the reporting period. This chart also lists the agencies' prior quote count for reference. The Rank of 1 is for the highest quote count of the top 10, the Rank of 10 is for the lowest quote count for the count of the top 10.

Figure 6-211 Top 10 Producing Agency New Business Quote Count

Individual Producer Performance Analysis

This tabular report illustrates the performance in key performance areas. The results are populated based on the values selected in the agency and producing agent filters. This allows multiple columns to present for multiple view selections. The report also shows the performances against key parameters for agents reporting to producing agencies. These key performance indicators are eg, performance rank, number of new business policies, renewal policies, binding/conversion ratios, average quote acceptance days, claims, attrition, premium, and so on.

Figure 6-212 Individual Producer Performance Analysis