6.4.1 Summary Tab

The Summary tab includes information for producer analysis at the corporate level. The information contained in the reports generated summarizes how the performance of producer are compared and are impacting the overall business.

The filters include:

• Time
• Company
• Lines of Business
• Region

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

Key Producer Performance Indicators Flash

This report shows snapshots of key performance indicators represented through flash boxes for the current period. The growth/decline is shown with respect to previous months' values.3

Figure 6-194 Key Producer Performance Indicators Flash

Producer Distribution

This map-based report shows the distribution of producers in different regions, areas.

Figure 6-195 Producer Distribution

Active Producer Appointments

This is a map and tabular report. The map plots the count of agents or agencies with active appointments to write new business. The agent or agency address is the basis for the location. The 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 the select report analysis period.

Figure 6-196 Active Producer Appointments

Claims Geographical Map

This is a geographic heat map that illustrates the count of claim occurrences over geographic regions with areas of similar amounts colored similarly. The Location of the claim provides the basis for geographical mapping.

Figure 6-197 Claims Geographical Map

Top 10 Producers by Claim Settlement

This is a tabular rank-based report which lists out the top 10 performing producers with their Average Claim Settlement Ratio against the number of claims reported for the policies written by these producers and the number of claims rejected which were written by these producers.

Figure 6-198 Top 10 Producers by Claim Settlement

Top 10 Producers by Conversion Ratio

This is a tabular rank-based report which lists out the top 10 performing producers with their conversion efficiency represented through conversion or Hit Ratio.

Figure 6-199 Top 10 Producers by Conversion Ratio

Top 10 Producers by Customer Retention Ratio

This is a tabular rank-based report which lists out the top 10 performing producers with their business and customer retention efficiency represented through retention ratio.

Figure 6-200 Top 10 Producers by Customer Retention Ratio

Top 10 Producers by Written Premium

This is a tabular rank-based report which lists out the top 10 performing producers based on the amount of premium business brought by them.

Top N Producers by Expenses

This is a tabular rank-based report which lists out the top 10 producers based on the expenses rendered.

Policy Acquisition by Distribution Channel

This report shows the percentage of policies acquired through different agents and agencies for the company and can be analyzed by report level filters, policy count, and written premium amount. This report can be viewed over various periods, company, region, and lines of business selected from page-level prompts.

Figure 6-201 Policy Acquisition by Distribution Channel