
Results are tracked in real time and you are able to compare your results against others in the company. Review collected by and hosted on G2.com.
It would be great if it could track premium written and a way to track policies by the bind date. Currently, policies are tracked by effective date and we normally bind policies 7 days in advance of the effective date to take advantage of the early shopper's discount. Review collected by and hosted on G2.com.
Thank you, Jason, for sharing your experience. It’s great to hear that real-time tracking and being able to compare results across the company help motivate your team. That's what we love to hear!
Your feedback about tracking premium written and using the bind date instead of (or in addition to) the effective date is very helpful. I understand how important that 7-day gap is for your workflows, and I’ve shared this with our product team as we continue improving how data is tracked and displayed. We’re always open to feedback like this to better align with how you do business.


