AgencyBloc's Dashboard provides a bird's eye of your agency by organizing Activities and visualizing your data into useful graphs. As the Dashboard is a look into your entire agency, we give you control to who has access to see it.
Everyone manages their agency and client information differently. With a personal dashboard, you are able to see what you want and information you need in one place in a quick fashion.
AgencyBloc gives you the ability to build your own personal dashboard to quickly see important information about your agency and clients. Using Favorites, you can ‘star’ dashboard graphs and saved searches to bring them to one single location, then drag and drop to order and reorder your Favorites to see the information the way you want to see it.
With personal dashboards, you can create a setup to meet your needs based on your agency role or focus. Below are a few personal dashboards we came up with based a particular focus to help get you started.
- Agency Overview Focus
- Lead Generation & Sales Focus
- Service & Support Focus
- Commission & Revenue Focus
- By Business Segment
Agency Overview Focus
For when you want an overview of your agency at a glance, add the following items to your favorites dashboard.
All Open Activities - By Status
Groups - By Type
Individuals - by Type
All Policies - By Status
All In-Force Policies - by Coverage Type
Commission & Revenue Focus
Monitoring commissions and revenue can be a tedious task. If your role focuses on working with commissions and analyzing revenue, consider setting up your favorites dashboard with these items:
Top Commissions Received - By Carrier
Top Commissions Received - By Agent
Actual vs. Projected - By Month
Actual vs. Projected - By Coverage Type
New Policies - by Coverage Type
Lead Generation & Sales Focus
Bringing in leads and closing sales is disciplined art. If you have a focus on generating leads and sales, set up your favorites dashboard with the following items to help your process.
Individuals - by Type
Groups - by Type
Ind Leads - Last 30 days
Ind Leads - Contacted & Interested
Group Prospects - Last 60 days
Service & Support Focus
Supporting & servicing clients after the sale helps maintain and build strong customer relationships. If you have a service & support focus, consider using the following items on your favorites dashboard to help serve your clients.
Pending Policies - Health
My Completed - By Week
Open Activities - By Status
Policies - Renewals in next 90 days
Agents - E&O Expiring