In the Terminal there are three interactive dashboards that will provide valuable insights into your agency's performance:
Quotes dashboard: Our Quotes dashboard provides an overview of your agency’s quoting history. From continue-to-bind percentages to individual producer data, this is our most robust dashboard.
Commissions dashboard: Our Commissions dashboard gives agencies visibility into their earned wholesale commissions, the ability to download commission statements, and opportunities for additional sub-appointments. This dashboard will only populate with data for agencies who use sub-appointments.
Exchange dashboard: A dashboard exclusively for our agencies who purchase prospects from the Bold Penguin Exchange, our Exchange dashboard provides performance data to agencies regarding their Exchange strategy.
You can access your Reports from the drop-down Menu:
