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(Marketing &Agency Assessment (Enhanced Rehab Agency Report Data…
Marketing &
Agency Assessment
Enhanced Rehab Agency Report
Data Delivery Approach (Pilot)
Agency Performance Monitor
Marketing Sales Dashboard
Agency Assessment Model
CADH data preparation process ("Centralized Agency Data Hub)
Agency Assessment Model (Profitability Focused;
Production & Enhancement)
Agency Assessment Model (Growth Focused;
Research)
Agency Performance Assessment
Agency Performance Dashboard
(Profitability Focused; Monthly Release & Enhancement)
Agency Performance Monitor
Competitive
Intelligence
AQPR: Analytical
Quoting Process Report
June Release:
PPA: Add CA competitiveness info to monthly report (EZLynx)
PPA: Add segmentation level competitiveness / bridge / close engagement info in the monthly report (PL Rater & EZLynx)
PPA: Product Data Source Migration (PL Rater & EZLynx)
July Release:
HO: Release countrywide HO competitiveness report
(TBD) Expected August Release:
HO: Enhance HO report with bridge and close info in the monthly report
Research &
Ad Hoc Projects
AccuAuto (FL / GA)
Initial result / discussion in June / July.
Rate Competitiveness / bridge / close info
Detailed competitors' product design,
UW actions, commission design
, head-to-head analysis
Tool Development
Territory Dashboard
Quote Dislocation &
Rate Competitiveness Assessment Tool
Agency Growth Assessment Model & Tool
Underwriting
Underwriting Dashboard
UVM 2.5 Deployment
UVM Ad Hoc Analysis