Most insurance agencies have millions of rows of data related to all aspects of the business including policies, policyholders, risk assessments, claims histories, and more. Combining data into a single source of truth can be challenging due to the number of disparate data sources. Software packages often become data silos, which are not easily combined with other sources, making complete analysis difficult and time-consuming. The best-run agencies utilize all their data in a single place, and the following points are important components of Informer that allow agencies to use their information to make data-driven decisions.

Increase Data Insights with Dashboards – Blend, visualize, and analyze data to gain greater visibility into policies, claims, premiums, ratios, and performance of agents. Dashboards open the conversation to ask the right questions, so users know the context behind data. Sales representatives and managers can view their accounts daily to address their action items. Overall, data becomes more accessible to your users through Dashboards.

Secure Platform for Sensitive Data – Organizational governance policies are incorporated at the data, content, and functional levels, and data access can be filtered via log-in permissions. Informer allows agencies to create one Dashboard that is shared amongst a large group of users but only allows them to see their own, relevant data. Columns of data can be secured by using mapping sets and restricting fields, so you do not have to worry about data being in the wrong hands.

Trust Your Data – Data integrity is the core of Informer. You can have confidence in the results you see. At the end of the day, you cannot make data-driven decisions unless the data can be trusted.

Connect Directly with Vertafore Products
Informer directly connects to Vertafore products such as Sagitta, AMS360, AIM, and BenefitPoint while providing prebuilt Dashboards and reports. Connection to data stored in a variety of systems ranging from ERPs and CRMs to specialized claims management software allows you to report from multiple sources in one report. Knowing the meaning behind your data can help in making better business decisions.

Learn more about Informer by watching their latest webinar in NetVU University:
Distribute and Visualize Individual User Data Using Informer