19 June 2018

Visualize Key Metrics with New Dashboards | Documentation

Dashboards provide agents with Business Intelligence tools for interactive exploration and visualization of the their key metrics and performance indicators such as Policy Counts, Written Premium, Loss Ratio, and more.

Recently, IWS launched two new dashboards: the Agency Experience Dashboard and the Customer Service Representatives Dashboard.

Dashboards are automatically enabled for everyone; restrictions can be applied upon request via a ticket. To disable dashboards, restrict permissions for Agent or Agency roles.

Presently, this dashboard does not support Agency Group contacts. This feature will be added in the future.

Learn how to access and use the Agency Experience Dashboard and the Customer Service Representatives Dashboard.