Exploring my Life Book
Your in force book provides valuable business insights...
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Product concentration
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Carrier concentration
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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 and Distributor sales meetings and determine where to focus sales and support efforts.
PRODUCT SALES CONCENTRATION
The Premium by Product summary shows which products generate the most premium.
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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.
CARRIER PRODUCT SALES CONCENTRATION
The Premium by Carrier summary shows which Carriers generate the most premium.
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Use the Life Policies link and filter by Carrier for more details
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.
