Analytics in your Inbox

• In this section you will define the groups to which you wish to send renewal insights. These recipient groups will be used as a reference in the Automated Email Settings section.

Email Recipient Groups

1. In the RiskMatch Feature Finder, click on Email Recipient Groups under the Admin section.

Add New

2. To create a new group, click on Add New in the top right corner. In the Add New Email Recipient Group section create a Name and Description for your group.

Name & Description

3. Next, you will need to designate who is in your group under the Define Recipient Group Membership section.

Default Setting

4. The default is set to Division(s) & Role(s) and includes the Whole Company and All Roles. To change this, you have two options:

   1. Edit the Divisions or Roles sections, or

   2. Click on the Group membership is defined by drop-down and choose Selected Individuals.

Edit Division & Roles

Selected Individuals

Edit Selected Individuals

Edit Divisions or Roles

1. Click on Edit next to either Divisions or Roles and a new side pane will open with options on the available recipients. For Divisions, you can choose multiple locations and even specific departments. In Roles, you can select specific recipients based on their role at the company. When you have your selections made, click on Apply Selection at the bottom. You will now see your changes reflected in the Group Membership chart.

2. Click on Save at the bottom of the page to save your recipient group.

Divisions

Roles

Apply Selection

Edit Selected Individuals

1. Click on Edit next to Individuals and a new side pane will open with a search bar that will find the recipients you want to add. Start typing the name you are looking for and click on the recipient you want to add. After adding the names you want to include, click on Apply Selection. You will now see your changes reflected in the Group Membership chart.

2. Click on Save at the bottom of the page to save your recipient group.

Find by Name

Apply Selection

• In this section, you will define and schedule your automated emails that your recipient groups will receive.

Automated Email Settings

1. In the RiskMatch Feature Finder, click on Automated Emails Settings under the Admin section.

Add New

2. To schedule a new automated email, click on Add New in the top right corner. A new side pane will open with options on the available settings for your automated email.

Add Email Settings

3. Click on the Recipients drop-down and you will now see the Email Recipient Groups you previously added. Select that group and begin to fill out the other fields.

   

   Recipients

   1. Reports: Available Reports to send

   2. Email Type:

      1. Market Average Commission and Cross-sell Opportunities

      2. Agency Average Commission and Cross-sell Opportunities

      3. Cross-sell Opportunities only

   3. Scope: Renewal time frame

   4. Frequency: How often the renewal is sent

   5. Start Date

   6. Send Time:

      1. Morning, Afternoon, Evening, Night

      2. Specific Time

      3. Time Zone

4. Finally, when you have configured your email, turn the Status to On and click Save at the bottom.

   1. You can come back to this page to edit your settings or disable the status if you need to stop sending the automated email for any reason.

Status & Save

• Market Average Commission and Cross-sell Opportunities

Top Market Averages

• *Market Average commissions is calculated from policies with the same product and 4-digit NAICS industry, starting in the last 18 months, with the correct commission % (0-50%). Policies placed via an Intermediary are excluded.

• **Current Commission percentage is calculated from a division of the total commission, billed over the terms of the program’s policies, by total billed premium of the same policies.

• ***Potential Commission Increase is based on the difference between the current Commission, and the current Premium multiplied by the Market Average Commission Rate.

• Agency Average Commission and Cross-sell Opportunities

Top Agency Averages

• *Agency Average Commission is calculated from policies with the same product and 4-digit AICS industry, starting in the last 18 months, with the correct commission % (0-50%). Policies placed via an Intermediary are excluded.

• **Current Commission percentage is calculated from a division of the total commission, billed over the terms of the program’s policies, by total billed premium of the same policies.

• ***Potential Commission Increase is based on the difference between the current Commission, and the current Premium multiplied by the Market Average Commission Rate.

• Top Cross-sell Opportunities

Top Cross-Sell Opportunities

From email templates, choose Retention Prediction Informed Renewals

... OR add Retention Prediction to a previously created report

Data Informed Reports are delivered to the Producer email

Review the Retention Drivers on the policy detail and act on the account directly from the email