Performance Reporting Suite

A sales tracking and reporting system that can help improve insurance sales performance and efficiency.

About Performance Reporting Suite

Performance Reporting Suite (PRS) is an insurance sales tracking and reporting system that measures sales performance, delivers real-time results and assists with program forecasting and product recommendations. It’s an invaluable tool that can help with staff training and onboarding.

Comprehensive Reporting

Provides detailed reports for a comprehensive view of your team’s insurance sales performance and creditor protection metrics. Reports can be filtered to support conversations on performance management and identify growth opportunities. Reporting views include:

Cancellation and Coverage Termination

Loan Waivers

Partial Coverage

Eligible Loan and Lives Participation

Income

Drive conversations. Drive results.

PRS is more than just an insurance sales tracking system. It’s a coaching tool that can help improve the performance of your management team, lending staff and new hires.

Professional Services that deliver impact.

Our team will work with you to help you increase engagement, improve efficiency and deliver a better experience. We can support your needs, from sales to project implementation.

Solutions built to work together.

Let’s talk about how we can help your organization connect them to drive business growth.