Exploring my Life Book
Your in force book provides valuable insights...
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Product concentration
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Carrier concentration
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Top performing Firms & Agents
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Top performing Carriers
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Premium sources & concentration
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Sales sources & concentration
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Top performing products, sales & support efforts
...that can be used to develop business and sales strategies, prepare for Carrier meetings and determine where to focus sales and support efforts.
CARRIER PRODUCT SALES CONCENTRATION
The Premium by Product summary is accessible for every business unit (in the hierarchy) profile including the Home page.
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Use the Life Policies link and filter by Product for more detail or you can visit the Insights page for a breakdown of the book.
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Use the Network link to access downline firm and Agent profiles and the product breakdown for each business unit in the hierarchy.
SALES CONCENTRATION
Filter and sort based by Total Annual Premium generated by each Firm and/or Agent in your downline.
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Use the Network link to filter by Contact type and filter by Annual Premium ranges.
TOP PERFORMING PARTNERS & AGENTS
Annual Premium or Death Benefit Amount by downline business unit (Firms, Agents, other).
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Use the Network link to filter by Contact type and filter or sort by annual premium.
TOP PERFORMING CARRIERS
Total Policy Count by Carrier helps determine Carrier concentration and the volume of business with each Carrier.
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Use the Life Policies link to filter by Carrier.
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Use the Insights to select various Carriers to determine Total Premium by Carrier, Total Cash Value by Carrier, Total Death Benefit Amount and the Total In Force Policies by Carrier.
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Use the Insights page and select each Carrier to view their stats including a breakdown of the book for each Carrier.
TOP PERFORMING PRODUCTS
Total Policy Count by Product type helps determine product concentration and the volume of business with each Carrier.
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Use the Life Policies link to filter by Product and Carrier.
