Broker Insights

Understand more about your Sales Partners 

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

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…

Broker Insights Profile 1
"I haven’t really got an overview on my sales pipeline."
Broker Insights Profile 4
"I feel like I’ve missed some valuable sales opportunities."
Broker Insights Profile 2
"I’m blind to my brokers’ behaviour."
Broker Insights Profile 3
"I've got lots of data, but my current reports are not easily readable."
Broker Insights Profile 5
"Engaging with my brokers can be really difficult."
Broker Insights Profile 6
"I’m struggling to find ways to reduce our cost to serve."
Identify where to increase sales
If you're struggling to get an overview on your sales pipeline, this tool gives you the ability to forecast by digging deeper into your sales funnel
Never miss an opportunity
You can analyse trends, focus in on specific segments of the market and help to identify and convert valuable sales opportunities
Understand broker behaviour
You can now get better visibility into the ways that brokers are working on your Portal, which in turn can help you to better-understand specific broker portfolios
Real-time, dynamic reports
Don't waste time pulling out manual reports when Broker Insights can provide you with presentable, up-to-date data in an understandable format
Increase broker retention
By understanding how your brokers are working with you, you can engage with them individually and personally to improve and grow your relationship
Reduce your cost to serve
Spend less time and money on tracking broker activity, manipulating reports and identifying opportunities - Broker Insights can take care of these things for you
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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.