Insurance Software: Sales

Sales Dashboards Module gives a comprehensive and intuitive overview of insurance sales agent sales performance and experience the power of real-time insurance data.
Unlock The Sales Dashboards Potential

Key business

Customized insurance sales reports
Online KPIs
Dynamic real-time data insights
Drill down functionalities
Insurance Software: Sales Dashboards Module

Provide your Insurance Sales agent with online sales reports

Sales Dashboard Decerto
Our insurance software presents visually appealing dashboards that depict insurance sales agents' activity, commissions, and performance using real-time data.
Analytics module allows your insurance professionals to aggregate data by enabling users to drill down to a single insurance sales agent, insurance products, clients.
The insurance software collects all data representing sales results subdivided into insurance products, regions, branches and time periods.
Customize Insurance reports to meet your needs
The dashboards can be customized according to your insurance sales processes and reporting insurance policies, giving users space for their own configurability.
Different roles and access rights can be easily defined, so you can decide what your insurance agent, managers and other participants can see.
Customize reports to find relevant data

Enable your Insurance agent to
follow Key Performance Indicators (KPIs) online

Dashboard with key performance indicators (KPIs)
Sales KPIs are the foundation of an insurance agent’s success. They connect an agent’s actions to their financial results. By tracking these KPIs agents can see their strengths and weaknesses, set realistic goals and measure progress over time.

Read more: Key Performance Indicators (KPI) in the Work of an Insurance Agent

Our insurance software offers dashboards and data visualization tools to help monitor insurance sales teams results and performance metrics.

This is one of the many modules
you can implement within our powerful Insurance Software Agent Portal

Technology facilities

High level of security
Application running in the Amazon Web Service
Access from any device
Multilingual, customizable interface
Protection against intrusion
asked questions
What is the Sales Dashboards Module and what are its features?
Decerto's Sales Dashboards Module is an analytical tool designed for insurance organizations, allowing them to monitor and analyze sales performance in real-time. It offers features such as detailed sales reporting, data visualization, tracking the performance of individual insurance agents and market segments, and analyzing sales trends.
What benefits does the Sales Dashboards Module provide for insurance company?
Our insurance software enables insurance company to make better business decisions by providing accurate and up-to-date sales data. It allows for monitoring sales efficiency, identifying areas for improvement, optimizing marketing and sales activities, and better-managing sales teams.
Can the Sales Dashboards Module be integrated with other insurance systems?
Yes, our insurance software is designed to easily integrate with other insurance systems, such as Policy Administration Systems (PAS), CRM systems, and other tools used by insurance companies.
How does the Sales Dashboards Module support the decision-making process?
Out insurance software provides detailed reports and data visualizations that help sales managers understand sales performance, identify trends, and respond to changing market conditions. This enables more accurate and timely decision-making, supporting the achievement of business goals.
What are the technical requirements for implementing the Sales Dashboards Module?
Implementing the Sales Dashboards Module requires appropriate technical infrastructure, including servers, databases, and suitable software for integration with existing systems. The specific technical requirements are customized to meet the needs of each company.
What does the implementation process of the Sales Dashboards Module look like?
The implementation process of insurance software involves several stages: client needs analysis, technical infrastructure preparation, insurance system configuration and customization, data migration, user training, system testing, and full deployment. Our team of experts supports clients at every stage to ensure a successful implementation.
Is the Sales Dashboards Module available on mobile devices?
Yes, our insurance software is accessible on various devices, including computers, tablets, and smartphones. The mobile app allows sales managers to access all insurance system features anytime and anywhere, increasing their efficiency and flexibility.
What are the costs of using insurance software?
The costs of using insurance software depend on several factors, such as the number of users, the range of features, and specific integration requirements. Please contact our sales team for a detailed quote and to learn more about our pricing plans.
Do you offer technical support after the implementation of the insurance software?
Yes, we provide full technical support after the implementation of the insurance software. Our technical support team is available to help resolve issues, answer questions, and provide system updates and maintenance to ensure optimal performance.