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Customers
Shirley Pierson
Regional Vice President, Pharmacists Mutual Insurance

"We have been making decisions as to which of our target markets we should write more business in, and ..." more

 
John Hernandez
Senior Vice President of Marketing, Majestic Insurance

"The Scorecard compiles information on our business activities in ways that help us see actual results ..." more

 
Ericka Billue
Marketing Manager, Builders Insurance Company

"In the marketing area we have been able to focus our resources in the most profitable areas. Through ..." more

 

Focus resources on the most profitable areas. Monitor policy and premium growth. Evaluate and compare agents’ performance.

iPartners provides quick, easy access to the information you need to develop products, determine pricing and monitor performance. Using historical data you can analyze premium and loss information to determine key success factors when defining new offerings or evaluating market potential. Achieve profitable growth by actively managing product strategies from initial product launch through maturity.

Information is available online and can be used to prepare for agency reviews and consultations eliminating the need for cumbersome paper reports. Online graphs or charts provide a quick visual of the overall performance of an agent compared a prior time period and can be used to set future direction. By identifying distribution or field underwriting problems you can provide early intervention and guidance to improve poor performance records.

Using the iPartners solution you can set goals and objectives by agent, territory or sales representative. The Insurance Scorecard will track and monitor quota achievement to help ensure that growth targets are being met. The system can monitor the impact that new incentive programs are having on sales objectives and goals making it possible for you to create more effective business development plans.

iPartners gives you immediate access to quote and submission ratios, policy counts, premium and loss ratios. Review expanding or declining market statistics and drill down into the supporting information to determine the factors that are influencing the market changes.

The Insurance Scorecard delivers analysis capability that will benefit every member of the marketing team. Using the rich function and comprehensive data that is immediately accessible helps build better more informed relationships and supports a more consultative marketing experience for producers.

iPartners provides your team with an easy to use, intuitive analysis solution for quick easy access to information that can help determine where to focus your resources for optimum growth. With iPartners your entire marketing staff, from management to your field representatives, will become better informed with direct and immediate access to accurate, actionable information.

Click here to download supplemental information about our services for Marketing.
  • Production scorecard of key performance drivers – analyze specific lines of business, states or coverage’s to track targeted business segments with a click
  • Measure against goals or budget or track trends by any dimension
  • Click here to see more...

  • Save time and automatically produce agent scorecards to review performance and track productivity
  • Manage relatonships by sharing insights and tracking results
  • Track new programs and performance at the agent or territory level automatically
  • Click here to see more...
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