AgentVizionTM
Aggregated Real-time Insurance Analytics for TPAs, Carriers, Distribution
AgentVizionTM helps Insurance Carriers, Marketing Companies, downline Agencies and their Agents improve their bottom-line through real-time monitoring of their distribution, delivering operational efficiencies through automation
|
Are you a National Marketing Organization wanting to get a production dashboard of your Marketing Companies, drilling right down to an Agent's sales score?
Are you an NMO looking to review real-time Agent and Agency performance at your fingertips? Are you an Insurance Carrier wanting to have a view of your distribution channels right down to an LOA? Are you an Agent who is ready to trade your cumbersome Excel extracts and paperwork for a one-click solution? |
|
AgentVizion is a state-of-the-art, highly-secure, technology platform that provides intuitive business intelligence dashboards to agency management, agents, carriers and TPAs, empowering them to make crucial business decisions around production and performance.
AgentVizion is a patented solution that allows Carriers, Agencies, and their down-line Agents to accurately measure their distribution across different product lines including Health, Life, and Annuities. This automated, just-in-time reporting solution provides the most current, aggregated view of production with real-time analytics while eliminating manual downloads and spreadsheets. AgentVizion is offered on a subscription basis on a secure cloud, 24/7. Your information is secure with us. |
Large NMOs deploy AgentVizion to analyze productivity across their portfolio of Marketing Companies right down to a down-line Agency or Agent
FMO and down-line Agency Principals use AgentVizion to benchmark operational performance and make tactical decisions quickly to drive bottom-line performance. Carriers use AgentVizion to get a full view of their distribution all the way down-line, measuring product performance by State and Agency. Agents use AgentVizion2GO to get a complete view of their books of business combined with location intelligence and SMS alerts on their smartphones or tablets.
|
Key Features
AgentVizion2GO Additional Features
|
ROI according to our clients
|
What our clients say
Contact us to understand how we can help transform your data into actionable information.