Broker Management Information
Many organisations in the recent
climate have been forced to monitor profitability, considering both
top and bottom line impacts when making business decisions and this
is very evident in all areas of the insurance business.
Controlling cost and maximising
opportunities has always been top-of-mind for insurance brokers,
but it has become imperative that even decisions considered
"routine" or part of normal operations take profitability into
account; not just for success, but for survival in a fiercely
competitive market.
Pythagoras has developed a number
of insurance broker specific business intelligence and data mining
solutions to support broker's ability to cultivate and analyse
their business information from different sources right across the
organisation.
Our solutions for insurance brokers
help them identify the best ways to approach business development,
provide insight into new market opportunities, and enable increase
cross selling and up selling opportunities with existing clients.
This can be a challenging for small and larger brokers alike as
information may be scattered across their organisation, lines of
business, among legacy claims, or policy and billing systems.
Our primary solution QlikView for
insurance brokers ensures forward thinking brokers can pull ahead
of the competition by deploying next-generation business
intelligence (BI) to harness the power of their information and
make it immediately available to key people across their
organisation.
QlikView for insurance brokers is a
powerful yet easy-to-use analysis solution, which empowers
front-line management and staff to take advantage of information in
new ways. Unlocking the value in the right information to the
business users who need it, at the time they need it, and in a way
that is meaningful and usable to them.
QlikView for insurance brokers
creates a single, consistent view of multiple sources of business
data, delivering high level summaries whilst providing the ability
to drill down deeper for more insight. At a glance you can see
areas of profitability, sales performance, financial margins and
the overall state of the business.
Enabling user intelligence
QlikView for insurance brokers
helps users to make the right decisions at any time and puts
knowledge at their fingertips wherever they are. Analysis can be
taken entirely off-line on a laptop and remains fully functional.
Results can be printed as reports, saved as Adobe PDFs, sent to
Microsoft Excel or copied into other Microsoft Office applications;
QlikView works the way users work.
Quick-to-deploy, easy-to-learn, easy-to-use
QlikView requires little or no
end-user training. End users are able to use QlikView applications
in minutes, resulting in fast deployment and reduced costs. Once
familiar QlikView, users find it hard to work without it and the
benefits of:
- Holistic views of the client trends and past interactions,
premium income and opportunities to sell additional products and
services
- Business development, Forecast v Actual
- Lead management and business development, targeted marketing
campaigns
- Showing which customers and products have yielded the highest
profit
- Whom best to target for sales and marketing campaigns, and how
sales are tracking against targets in terms of revenue and
profitability
QlikView for insurance brokers is
deployed by forward-thinking insurance companies worldwide to
improved sales-performance tracking and uncover cross-selling
opportunities with profitable clients.
Discover why more than 250
financial firms, including over 50% of the Fortune global top 25
have turned to QlikView to improve business performance across
their organisations.
Integrates all data for analysis
QlikView handles the integration of
virtually all existing data formats - from standard relational
data, to text exports, to Microsoft Excel data, to XML streams.
Data is loaded, cleansed, and stored using a wizard driven ETL
script. QlikView adapts to the company's existing environment not
the other way around. Whether data is stored in data warehouses or
operational systems, it is always available for use in QlikView
applications.
Fast ROI and lower costs
Thousands of our customers have
deployed QlikView applications in a matter of days. With QlikView a
fully functional prototype application can be available in a matter
of hours. On-going adjustments to the applications have been
simplified in QlikView. QlikView supports an unlimited number of
dimensions and measures, and they can be added in minutes. QlikView
implementations are fast and result in a fast ROI.
To see Microsoft CRM for the
Lloyd's Market in action simply call us on 0845 850 1550 or email
us info@pythagoras.co.uk to
organise a demonstration so you can see how this unique product can
add value to your operations; Microsoft CRM for Insurance can be
linked into your existing applications or systems to offer a new
way of working.