Insurance Agent Book of Business

The Agent Book of Business solution will provide practical insights on sales performance and enable managers to identify areas that lack efficiency as well as improve customer retention with use of Einstein Prediction Score​. You can easily track insurance financials to analyze profitability and drill down to your different lines of business. Our team at CoEnterprise will enable you and your team to:

• Evaluate new business premiums and renewal premiums
• Track how agents are progressing against their peers and identify new areas of opportunity
• Gather and analyze insights for customer retention and drive actions through Einstein Prediction Score