Insurance Dashboard

Submitted by vsquare on Fri, 07/05/2019 - 14:37

Here, we helped create a dashboard for an insurance company for analyzing which policies are attractive to the customers, area-wise sales thereby creating an effective analysis of their various offerings, sales and helping in their market planning

INTRODUCTION

Every Company wants to Spend wisely. Where should I invest ?
Is my brand growing ? Which is my best selling Product ? What is the ROI on my investment ?
What is my competitor doing ?
Data changes every day and are we up to date on this ?
Do you have all my data in a centralized safe place
Get all these info at your finger tips !!!

SAMPLES

  • Which of my policies are doing well
  • What is attracting my Clients
  • Where are my Clients

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    Summary Report

     

  • How is the Demographics.
  • Target and Market Group Analysis
  • Where is my Customer
  • What is my best selling plan

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    Year Wise Summary Report

  • Create, Refresh Data and generate reports on the fly in a matter of few minutes
  • Drag and Drop Online Pivot reports
  • See your reports as you wish to see

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    FEATURES

    • Specialized reports for the Insurance
    • User Management
    • Mobile Apps - works on all Mobile devices (Android, iphone and Windows)
    • Self Manageable Dashboard - Upload and Create your own dashboards
    • Multiple layouts and different Theming options
    • Upload from excel or Database
    • Management Dashboards for CIO, Marketing managers and Planners
    • Data Ware Housing & ETL for Fresh Data and Updates
    • Market / Genre analysis
    • Drag and Drop Pivot Reports
    • Category/Brand Analysis