In response to feedback from our valued clients, BriteCore is excited to introduce the entirely new Agency Principal Dashboard. This comprehensive dashboard is designed with multiple tabs, each offering detailed insights tailored to the needs of agency principals and their teams. Below, we delve into the features of each tab and the powerful data analysis capabilities they bring.
The Agency Principal Summary Tab
This tab serves as the cornerstone of the dashboard, integrating Month to Month (M2M) and Year to Year (Y2Y) comparisons across all lines of business, alongside a Premium Losses through time combo chart from the Carrier Experience report. Additionally, it features commission details prominently displayed in the first two visuals of Figure 5, providing a quick overview of critical metrics.
Fig 5. AP Summary Tab
The Agency Principal Commission Tab
Figure 6 showcases the AP Commission Tab, which presents essential commission information in an accessible format. Consistent with the flexibility of all BriteCore dashboards, panels can be sorted, filtered, and exported as needed, ensuring data is always at your fingertips for analysis and reporting.
Fig 6. AP Commission Tab
The Agency Principal Production Tab
Detailed in Figure 6, the AP Production Tab offers comprehensive information for agencies. BriteCore clients have the option to grant access to Agency Principals or individual agents, providing unparalleled insight into their operations. This tab underscores the advantage agencies gain when working with carriers powered by BriteCore, thanks to the enhanced management capabilities over their agents.
AP production tab has the ability to group by Agent, which is designed for Agency Principals to compare production of their agents, or by Agency, which allows Carriers to compare the progress of their Agencies. See the group by selection in upper left of Figure 7.
Fig 7. AP Production Tab
The Agency Principal Payments Due Tab
Figure 8's AP Payments Due Tab consolidates all payment-related information into a single, streamlined view. This tab simplifies the financial oversight process for BriteCore clients, ensuring that all payment obligations are clear and manageable.
Fig 8. AP Payments Due Tab
This entirely new Agency Principal Dashboard represents a significant leap forward in data accessibility and analytical power for BriteCore clients and their agency partners, reaffirming our commitment to continuously enhancing our platform to meet the evolving needs of our users.