BGA SALES TRENDS
Understanding business metrics as well as sales and revenue growth across all downline firms and Agents in real-time can assist to make strategic business decisions.
Sales Trends & Reporting
Near real-time reporting on all sales and production statistics.
NIC empowers you with access to sales statistics for your in force book.
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total premium
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total face amount
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total number of in force policies
Configurable reporting:
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select your own date ranges
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by Carrier
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by Product
Available for every book of business in your hierarchy!
PARTNER FIRM SALES TRENDS
Quickly identify your top performing partners.
What firms are selling what products?
What firms are growing and which ones are contracting?
Understanding the performance and activity levels of each partner firm in real-time can assist in making strategic business decisions.
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From the Firm/Office Profile page, under Book of Business tab, click on Sales Trends
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Use the Sales Trends filters to access different sales statistics:
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Total Face Amount
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Total premium
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Total number of in force policies
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Use the rest of filters to configure your reporting:
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by Carrier: select your Carrier from the list
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by Product Line: select a product line from the list (life or annuities)
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by Product Type: select a product type from the list (Term, UL, VUL, etc)
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by Date: select year to date or a specific date range
AGENT SALES TRENDS
Quickly identify your top performing Agents.
Which Agents deserve your time and attention.
Understanding the performance and activity levels of each Agent in real-time can assist to make strategic business decisions and determine where to apply sales and support resources.
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From the Agent Profile page, under Book of Business tab, click on Sales Trends
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Use the Sales Trends filters to access different sales statistics:
-
Total Face Amount
-
Total premium
-
Total number of in force policies
-
Use the rest of filters to configure your reporting:
-
by Carrier: select your Carrier from the list
-
by Product Line: select a product line from the list (life or annuities)
-
by Product Type: select a product type from the list (Term, UL, VUL, etc)
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by Date: select year to date or a specific date range
SALES REPORTING DATA EXTRACTS
All of your in force data and sales statistics in one easy to access app!
Extract all of your sales reporting data.
Saves you hours each month digging through multiple Carrier files, merging information and producing management reports.
Once you have identified your sales statistics and configured your reporting, you can easily extract that data into a .csv file by clicking on the Download .csv link.
SALES COMPARISONS
Compare performance between your books and partners:
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Agent comparisons
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Firm comparison
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Industry comparison
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