Broker Insights is a business intelligence tool that allows you to quickly interpret activity on your Broker Portal. Rather than pulling out manual reports on your Portal usage, the tool provides a real-time overview which can be used to spot behavioural patterns and identify opportunities.
Broker Portal
If you don’t already have a UD Broker Portal to help your TPI network generate quotes for customers, you could be missing out on sales. Take a look at how adopting a Broker Portal could help your business to maximise profit.
DO ANY of these common issues sound familiar?
If so, Broker Insights could be the tool you’re looking for…
"I haven’t really got an overview on my sales pipeline."
"I feel like I’ve missed some valuable sales opportunities."
"I’m blind to my brokers’ behaviour."
"I've got lots of data, but my current reports are not easily readable."
"Engaging with my brokers can be really difficult."
"I’m struggling to find ways to reduce our cost to serve."
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What can broker insights do?
The Broker Insights data analytics tool can help you to solve many business problems, from missed sales opportunities to broker engagement.
Click on the arrows to see the many ways in which this tool could help your business.
What Our Clients Say
Broker Insights provides a level of granularity into the way brokers interact with our portal that we otherwise wouldn’t see. It’s well presented and easy to use. It provides insight into some powerful information including the value of opportunities quoted for and specific broker behaviours – both positive and negative. In all instances it provides information to support and drive different actions and conversations with brokers.
