'Yes, in ANVA 4/5 there was no such overview available. The information then was not graphically represented and had to be collected in a time-consuming and complicated way. The portfolio overview was developed to give clients a much more complete, transparent and user-friendly insight into both their insurance and advisory portfolios.'
'The portfolio overview was expanded at the end of October to include advisory, brokerage and retail company, which means clients now have a much better overview. We offer more transparency about the total service, provide insight into all contracts and relationships and offer better visibility of the sub-companies, which is especially relevant for ANVA 5 offices. This overview makes it possible to make more targeted adjustments and focus on the right aspects.
'Simple: it allows clients to not only better understand their portfolio, but also analyze it more deeply. This provides greater transparency and gives them access to more detailed client information. Business Insights is a reporting module that is still being developed, but is already accessible 24/7, making it even more flexible for clients. Thanks to the portfolio overview, we can now offer even more insight into the overall service.'
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Are you looking for more information about our Business Insights reporting module? Then be sure to check out the Business Insights page.
