Discover the convenience of the Portfolio App in Business Insights

12

December

2024

Want insight into your portfolio anytime, anywhere? You can, thanks to the Portfolio App dashboard in Business Insights. This allows you to create your own reports, easily analyze data and make the best decision based on that data. Curious about what the dashboards looks like? Our BI Consultant René Hartong shows you what it looks like in the demo below.

Benefits of the Portfolio App

- Quick and effortless insight into the state and progress of the portfolio.

- Insight into relationship contract, premium and commission status
- Filters and analyses based on agent, producer, office, and more
- Easily create your own reports that are important to you

Business Insights

Want to learn more about Business Insights? Then check out our Business Insights module page.

Connect for free

Did you know that Business Insights is free of charge to all ANVA customers? Join today and discover the benefits. All you have to do is create a ticket through customer support. Choose 'Start with Business Insights' and we will call you to activate BI.