Introducing Your Weekly Business Summary
Exciting news! We will be rolling out a brand-new initiative to keep you in the loop about your business like never before – introducing your Weekly Business Summary!
What’s in Your Report:
- Business at Risk: Policies that will be lapsed or cancelled for non-payment in the next 15 days.
- Grace Period: Policies that have a payment due. Any policy in grace period will lapse if payment is not received within 60 days of when the premium was due.
- Applications approved but not activated: Any application that was submitted and approved but the initial premium payment is due. These applications have 30 days after approval to be paid before being cancelled.
- Upcoming Payments: Any policy which has a premium due within the next 30 days. If not paid within that time frame, they will fall under grace period.
- Applications under evaluation: Applications that are currently in the evaluation process.
- Frequency: Delivered every Monday, your report will be your go-to guide for a quick, comprehensive overview of your business.
Why It Matters:
Efficiency: Save time with a consolidated report and stay ahead by identifying areas that need immediate attention.
Proactivity: Address issues before they become problems, know when to act with a grace period and ensure no potential revenue is left untapped.
Maximize Opportunities: Identify the potential of your business and boost your success by staying proactive with renewals and policies under evaluation.
Delivered every Monday, your report will be your go-to guide for a quick, comprehensive overview of your business. Get ready to revolutionize the way you stay on top of your game!
We Value Your Feedback:
This first version of the report includes direct sales only; however, we will continue to add more information and features to enhance your experience. As we work on new versions, your feedback is invaluable. Let us know what other information you would like to visualize and how we can continue to improve.
Here’s to a more informed and successful future!
