Dynamic Reporting and Dashboards

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duku CRM Dashboards & Reporting

Your data is only as good as your ability to report and then act on it, duku CRM provides powerful reporting tools as well as real-time dashboards built directly into the platform. Effective reporting and dashboards have long been used as a key business intelligence tool to summarize information into instantly digestible analytics that provide at-a-glance visibility into business performance, see how duku CRM can provide that for your agency.

Insurance Agency Dashboard and Reporting


The duku CRM solution provides easy to use real-time dynamic reporting on all data in the system. All report results are displayed in a standard re-sortable, re-filterable grid which can be exported to Excel at the click of a button. duku CRM dashboards save time with tangible, ready-to-explore graphical data summaries and analytics of your most important business information.


Your agency’s management team typically has many of the same questions. What are our quarterly sales projections? How is business looking? What’s in the pipeline? What’s the average length of our sales cycle this quarter? How efficiently are we taking care of our producers? How is our performance by rep? By tracking the proper properties the duku CRM platform allows you to build reports which can give you answers with one click. With duku CRM these benefits will always be at your fingertips. duku CRM also has the ability to integrate with any ACORD standard import file, either from the Carrier directly or other service providers. This level of detailed tracking will allow your agency to track commissions over the entire lifecycle of a policy from first year target to renewals.


Dashboards and Reporting Highlights

  • Dynamic report builder uses simple Drag-n-Drop functionality allows you to build any custom report you can think of
  • Each entity i.e. Contacts, Policies, Products has built in search screens, allowing for ad hoc on-demand queries
  • All built-in reports and search screens can be exported directly into Excel for further manipulation
  • Build powerful management reports with grouping, for example, run a report on total placed target premium by carrier and month
  • Setup scheduled reports to automatically distribute reports via email on-demand or on a set schedule, for example last week's placed cases every Monday morning
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Features

The bread and butter of duku CRM, all of the vital insurance specific features built for processing new business, managing producers, forecasting performance and accurately paying commissions

Carrier Offer Tracking

Request, monitor and track all insurance offers, including contingencies.

Life-cycle Tracking

Track each potential policy throughout its life-cycle. From underwriting, approval to placement, each step will be recorded using pre-defined or custom "stages."

Notes

Track and monitor the where, when and how on everything that has happened and should happen on your cases. From automated emails to case manager correspondence and everything in-between.

Automated Notifications

Standard notifications including agent onboarding, state licensing expiration notification, carrier appointment information, policy status. Also build your own on-domain notifications.

Agent Access

Provide your agents with a read-only portal into your agency's information with complete control over what they can see, who can see it and how it is viewed. Allow agents to open up their own custom dashboard to help promote your partnership.

Web API Integration Tool

Standard Web API allows for integration with any stands compliant API for both one-way and two-way data feeds.

Producer Licensing + Appointment Tracking

Track your Producers State and Carrier appointment information. This allows check and balances and avoids unnecessary delays when processing a new application.

Dashboards

Dynamic real-time dashboards tailored to meet your business and management needs, specifically role-based. Each business unit can see at any time the key metrics which promote daily monitoring of the health of the agency.

CRM/Marketing

Complete CRM tool, used to market to, promote and manage your agents which are the lifeblood of your business. Integrates into most 3rd-party email and social media platforms.

Tasks/Calendaring

Automated and manually scheduled to-dos are seamlessly entered, monitored, and converted to notes upon completion (including integration with Outlook/Gmail/Yahoo).

Powerful & Dynamic Reporting

Using a simple drag and drop GUI, build any report which can be run on-demand, attached to an automated notification or email to a set distribution list on a schedule.

Medical Records

Request, monitor and track all medical records for each potential insured (all policies) as well as billing/reimbursement information. Have the ability to track, store and quickly access commonly used doctors and vendors.

ACORD File Integration

Standard import and processing facility for ACORD data files either from carriers or other data vendors.

Electronic File Repository

Unlimited electronic files can be attached through the Outlook integration tool, or dragged and dropped onto your cases, classified with the ACORD standard types and referenced by anyone with security access, no size or number of file limitations, custom file types allowed.

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Phone

(424) 652-8362