When you have too much on your plate from meeting daily targets to retaining existing customers and maintaining annual premium persistency, it can be difficult to step back and analyze whether you are going about it the right direction.

This is where Phrazor plays its role by analyzing data at every hierarchical level and informing each individual about which customers should they target, which policies should they sell and which regions should they focus on.

All of this can be made available within a few seconds in an easy to understand, summarized narrative. Agents can find such reports quite useful, where they can track their performance and understand where they need to work on.

bfsi insurance

PERFORMANCE REPORTING

  • Cluster Performance Report
  • Sales Performance
  • Risk Assesment Report
  • Zone Performance Report
  • Branch Performance Report
Insurance

BUSINESS INTELLIGENCE

  • Corporate Claims Report
  • Company Summary Report

These are just some of the many use-cases which Phrazor executes in the insurance industry. To learn more about how Phrazor can help you, write to us.