Take your sales initiatives to the next level with
Sales Focused Broker

Sales Focused Broker (SFB) provides brokerages with the ability to use client data collected through PropertyRater and AutoRater:

• to identify and track possible sales initiatives
• view policy expiry dates
• create abeyances
• view quote resolutions
• generate reports, and much more

SFB helps you analyze the business coming through your broker channel by following up on leads from all marketing and advertising media including the newspaper, direct mail, yellow pages, websites and social networking sites such as, FaceBook, LinkedIn, etc.

SFB helps you identify

• Your most effective marketing channel
• Your peak volume of activity by hour and day of the week
• The relative competitiveness of each of your insurers
• The effectiveness of your abeyance and orphan account mining (by producer and line of business)
• The quote volume by producer (by policy, risk and dollar volume)
• How long it takes a risk to flow through your acquisition funnel
• The most effective producer in your office (by conversion rate, policy count and volume)
• The average premium volume quoted and sold per producer

Key features

Track your sales initiatives - SFB uses Marketing codes to track the quote origin. This data is compiled into a SFB Marketing report to track the success of a particular marketing initiative.

Add your pre‐qualification questions - The manager has the ability to add pre-qualification questions prior to or after launching AutoRater or PropertyRater. The questions can be defined by line of business and by province. Depending on the answer to the question, the administrator can decide if a warning or stop validation is required. Each original and modified answer is time and date stamped.

Easy email - Send pertinent documents (CSIO application, pink slip, binding letter, quotes etc.) to clients through Rating Services without having to enter email addresses. Email addresses are automatically populated from the data entered on the Client Information screen.

Monitor business activities - SFB compiles select Rating Services data into concise, comprehensive reports to help track critical business activities. Here is an outline of some of the reports that are available:

• Broker report - Displays responses (quotes generated), sales, conversion percentage, and gross written premium (GWP) per broker; broken down by province and line of business
• Gross written premium (GWP) report - Displays GWP, number of sales, average GWP per sale for each carrier quoted by the brokerage; broken down by province and line of business
• Marketing report - Displays number of responses, sales and conversion rate for each line of business; broken down by each defined marketing initiative
• Not sold reason report - Displays the reason why each quote was not sold; broken down by user
• Abeyance report - Displays abeyances for each user
• Administration report brokerage - Compares data by time periods and compiles figures for the current year

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