Product updates - September 2024
Learn about the developments that took place in September on our platform!
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Track Your Sales Performance Closely
With our new dashboard, instantly visualize your sales team’s performance. Easily access key metrics such as the total premiums issued, monthly trends, average premium per policy, and your conversion rates. Whether you're focusing on a specific insurance product or your entire portfolio, you’ll have all the data you need to effectively manage your sales activity!
Easily Optimize Your Sales Journey
With journey analytics, you can effortlessly enhance your subscription process by leveraging key performance indicators. This data helps you identify if certain steps are slowing down your prospects' progress. You’ll also have access to the average time prospects spend at each stage and throughout the entire journey.
AML-CFT and PEP: New Filters and Quick Actions
We’ve made even more improvements to our anti-money laundering and counter-terrorist financing interface. Compliance managers can now filter alerts that require their attention with a single click. If there’s a high volume of alerts, they can select multiple ones and process them all at once. Plus, with the new quick actions, they can classify an alert with just one click. These updates will not only save you valuable time but also allow you to work more smoothly and confidently every day.
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