Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Insurance Analytics | Tableau Accelerator

Excellent resource for Insurance Analytics

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Analytics
Dashboards & Reports
Data Visualization
Requires
Tableau
Compatible With
Tableau
Tableau Server
Tableau Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Tableau Server
Tableau Cloud
Additional Requirements
Tableau license or trial

App Details

Version
Broker Portfolio Analytics
Listed On
09/07/2023
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Step into the realm of insurance analytics with confidence. Our suite of Insurance Analytic Accelerators allow you to unlock comprehensive insights and enhance your decision-making. Within this powerful platform, you can monitor critical revenue and profit KPIs, analyze broker performance, benchmark underwriters, and gain visibility into your renewal pipeline. How can our suite of Insurance Analytics Accelerators help you? 1. KPI Overview: provides a high-level view to monitor multiple insurance-related KPIs and track changes over time. 2. Broker Analytics: designed for underwriters, these accelerators reveal top-performing brokers, their costs, returns, and internal KPI benchmarks. 3. Renewal Progress Analysis: through visualizing the status of deals eligible for renewal, users are able to ascertain the progress and completion of their portfolio. 4. Underwriter Performance: compare and benchmark underwriters using KPIs like GWP, NILR, policy count, and cost per policy. You can connect with The Information Lab directly to find out how our expert consultants can help you with your own insurance analytics.

Need help?

The Information Lab

London, UK