This is a Insurance Sales Overview Report, it is one of reports that Balanced Scorecard Designer can generate for Insurance Sales scorecard. With this software you can also design your own KPIs and Balanced Scorecards.


Customer service perspective
Customer service perspective helps in judging the customer related activities.
Indicator Description
Number of referrals generated from customers It specifies the number of referrals generated from customers to generate more s...
Number of customer focused products developed Not available in trial report
% decrease in customer complaints Not available in trial report
Percentage of upgraded policies Not available in trial report
     
Financial Perspective
Financial Perspective includes KPIs that provides a financial overview of the sa...
Indicator Description
Annual Salary It means the annual salary per sales executive in an Insurance company.
Incentives as % of salary Not available in trial report
Increase in profit per sales executive Not available in trial report
% increase in training cost Not available in trial report

 
 

Insurance Sales Force

 
 

KPIs, the financial and non-financial measures come across as a handy tool to ef...

Created by AKS-Labs

 
 
Operational Perspective
This perspective configures the operations of the sales force on various grounds...
Indicator Description
% of renewed policies to the number of policies sold Percentage of renewed policies to the number of policies sold indicates how many...
% of policy lapses or missed payments Not available in trial report
Number of sales targets achieved Not available in trial report
% decrease in employee turnover Not available in trial report
     
Education and Training Perspective
This perspective evaluates the steps taken to improve the efficiency of sales fo...
Indicator Description
Number of Training sessions It refers to number of training sessions provided to the sales force to improve ...
Number of brainstorming sessions Not available in trial report
Number of motivational training sessions Not available in trial report
Number of quality and feedback intiatives introduced Not available in trial report

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