Overview:

An insurance dashboard provides your agency with insights about profits vs. liabilities, it monitors customer satisfaction, and claim payouts.

Prevent subrogation, settle claims in shorter time frames, and become more organized with interactive insurance dashboards.

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Audience:
  • Agents
  • Underwriters
  • Customer Service Representatives
  • Claims Representatives
  • Insurance Investigators
  • Insurance Claim Adjusters
  • Actuaries
  • Loss Control Agents
  • Insurance Brokers
  • Claim Adjusters
  • Insurance Appraisers
  • Sales Agents
  • Actuarial Analysts
  • Actuarial Associates
  • Actuarial Managers
  • Claims Adjusters
  • Claims Analysts
  • Claims Examiners
  • Claims Managers
  • Claims Specialists
  • Claims Clerks
  • Estimators
  • Examiners
  • Field Adjusters
  • Administrative Assistants
  • Bookkeepers
  • Policy Processing Clerks
  • Loss Control Consultants
  • Risk Consultants
KPIs:
  • Quota Rate
  • Contract Rate
  • Number of Referrals
  • Bind Rate
  • Percentage Pending
  • Sales Growth Rate
  • New Policies per Agent
  • Retention Rate
  • Policies In-Force per Agent
  • Average Cost Per Claim
  • Average Policy Size
  • Claim Frequency
  • Components of Claim Costs
  • Average Time to Settle a Claim
  • Client Satisfaction
  • Problem Resolution Rate
  • Underwriting Cycle Time
  • Claims Ratio
  • Expense Ratio
  • Average Policy Size
  • Loss Ratio
  • Average Revenue Per Client
  • Cost Per Quote
  • Cost Per Bind
  • Cost Per Bind by Vertical
  • Administrative Cost Per Policy
  • Revenue Per Policyholder
  • Average Time to Settle a Claim
  • Return on Surplus
  • Frequency
  • Severity
  • Components of Claim Costs
  • Expense Ratio
  • Renewal Rate
Testimonials

Don’t take our word for it.
See what our customers have to say.

“Wyn is a great tool with an awesome support team.”
Wyn has been a game-changing addition to our tech stack. It has enabled us to save a massive amount of time for our engineering team by pushing more of the workload to BI-focused team members such as myself, and has allowed us to create new deliverables for clients at a speed that is unmatched.
Charles B.
President, Small-Business
"Writing reports are easy to use as well as very flexible to meet customers' needs."
Love the flexibility of creating reports from simple to very complicated. I have yet to find something that Wyn Enterprise hasn't been able to support. We also use Wyn Enterprise for a lot of our internal documents as well that are on a monthly scheduler to automatically execute.
Dwane B.
Business Analyst, Enterprise Business
"Remarkably simple yet very powerful"
Simple to install and deploy, great customer support and service. And support team have been AWSOME, always quick to answer a question or get you the resources you need to make your project a success.
Stephen J.
Director IT, Small-Business
"Great reporting platform and support team"
The reporting platform continues to evolve and keep up with changes in technology; the support team is solid and responds quickly, and the product team listens and responds to feedback and product needs. Our software solution requires a flexible reporting platform that allows users to run canned reports and build their own and this is a pretty good fit.
Ian P.
Product Development, Small-Business

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