We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these metrics, enabling focused decision-making.
Use Case: Detailed goal information is accessible by clicking on individual carriers or categories
To View the Enhancement:
From Carriers:
- Go to the Carriers module.
- Then, select ‘Add Carrier.’
- Add the carrier details.
- Click on submit.
- Within carriers, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
- Click on the carrier to view its details.
- You can also view the goal details for the total number of policies and total premium within the carrier details.
From categories:
- Go to the Categories module.
- Then, select ‘Add Categories.’
- Add the category details.
- Click on submit.
- Same as carriers within categories, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
- You can also view the goal details for the total number of policies and total premium within the category details.
