Analytics in your Inbox

With Analytics in your Inbox, agencies can now directly set up and schedule automated insight-based emails for their employees from within RiskMatch. Managers can now configure recipient groups, allowing them to send the right insights to the right account owners at the right time. In addition, managers can choose from four different email templates to ensure that their colleagues receive the appropriate insights regarding commission uplifts on upcoming renewals and related cross-sell opportunities.

These templates include:

  • Market Average Commission and Cross-sell Opportunities

  • Agency Average Commission and Cross-sell Opportunities

  • Cross-sell Opportunities Only

  • Retention Prediction Informed Renewals

Market Average Commission and Cross-sell Opportunities

What's New: March 25, 2022

 

 

© 2022 Vertafore