Insurance Software: Sales Dashboards Module

Frequently  
asked questions

What is the Sales Dashboards Module and what are its features?

Decerto's Sales Dashboards Module is an analytical tool designed for insurance organizations, allowing them to monitor and analyze sales performance in real-time. It offers features such as detailed sales reporting, data visualization, tracking the performance of individual insurance agents and market segments, and analyzing sales trends.

What benefits does the Sales Dashboards Module provide for insurance company?

Our insurance software enables insurance company to make better business decisions by providing accurate and up-to-date sales data. It allows for monitoring sales efficiency, identifying areas for improvement, optimizing marketing and sales activities, and better-managing sales teams.

Can the Sales Dashboards Module be integrated with other insurance systems?

Yes, our insurance software is designed to easily integrate with other insurance systems, such as Policy Administration Systems (PAS), CRM systems, and other tools used by insurance companies.

How does the Sales Dashboards Module support the decision-making process?

Out insurance software provides detailed reports and data visualizations that help sales managers understand sales performance, identify trends, and respond to changing market conditions. This enables more accurate and timely decision-making, supporting the achievement of business goals.

What are the technical requirements for implementing the Sales Dashboards Module?

Implementing the Sales Dashboards Module requires appropriate technical infrastructure, including servers, databases, and suitable software for integration with existing systems. The specific technical requirements are customized to meet the needs of each company.

What does the implementation process of the Sales Dashboards Module look like?

The implementation process of insurance software involves several stages: client needs analysis, technical infrastructure preparation, insurance system configuration and customization, data migration, user training, system testing, and full deployment. Our team of experts supports clients at every stage to ensure a successful implementation.

Is the Sales Dashboards Module available on mobile devices?

Yes, our insurance software is accessible on various devices, including computers, tablets, and smartphones. The mobile app allows sales managers to access all insurance system features anytime and anywhere, increasing their efficiency and flexibility.

What are the costs of using insurance software?

The costs of using insurance software depend on several factors, such as the number of users, the range of features, and specific integration requirements. Please contact our sales team for a detailed quote and to learn more about our pricing plans.

Do you offer technical support after the implementation of the insurance software?

Yes, we provide full technical support after the implementation of the insurance software. Our technical support team is available to help resolve issues, answer questions, and provide system updates and maintenance to ensure optimal performance.

Insurance Software: Sales
Dashboards
Module

Key business
advantages

Provide your Insurance Sales agent with online sales reports

Enable your Insurance agent to
‍follow Key Performance Indicators (KPIs) online

This is one of the many modules you can implement within our powerful Insurance Software Agent Portal

Technology facilities