Agency Performance Management

AnaplanAppHub
Not applicable
Voiant’s Agent Performance Management solution empowers business leaders, sales operations, & agency managers to plan, manage, model, and optimize overall agent performance.

 

● Drive agent alignment with corporate objectives by managing growth, assessing agent performance through budgets, and through key insights and dashboard visualizations.

● Perform what-if analysis via renewal rates to manage policies, and conversion rates to manage new applications.

● Allows departmental collaboration through profitability (finance), top down forecast planning (sales), and retention/defection management (operations).

● Agency performance in comparison to district on managing various metrics: defection, reinstatement, and policies in force.

Information

App Last Updated
November 8th, 2016
Size
500 MB
Language
English
Terms & Conditions

App stats

Modules
25
Roles
3
Formulas
100
Reports
17
Complexity
Advanced

Why Anaplan for Agency Performance Management?

ASM and Agents can collaborate on business plans and performance, enacting real-time adjustments to meet market demands. Create consistent, integrated, comprehensive processes to assist in leading agency success.
Sales managers can develop “what-if” scenarios based on historical actuals to drive new business growth and retention of existing policies through renewals to forecast policies in force and related premium values in real time. Manage policy retention through at risk defection modeling. Develop key action plans to retain current policy holders.
Align the business from executives to agents around the metrics that matter including; Retention Rates - Conversion Rates - Profitability - Growth - Customer Satisfaction - Agency Operations

 

ASM and Agents can collaborate on business plans and performance, enacting real-time adjustments to meet market demands. Create consistent, integrated, comprehensive processes to assist in leading agency success.Sales managers can develop “what-if” scenarios based on historical actuals to drive new business growth and retention of existing policies through renewals to forecast policies in force and related premium values in real time. Manage policy retention through at risk defection modeling. Develop key action plans to retain current policy holders.