Carriers are suppliers with appetites and targets. This tracks what you place with each, what they actually want, and where you stand on any agreement.
What's Included
- Premium placed per carrier and how it is trending.
- Appetite recorded so you stop quoting where you will be declined.
- Volume agreements tracked against where you actually are.
- An assistant that suggests the right carrier for a risk.
How To Use
- Record appetite in your own words after each decline. It saves hours.
- Track volume agreements continuously, not at the end of the year.
- Watch concentration. Too much with one carrier is its own risk.
- Note quote turnaround. It affects whether you win the business.
Feed it from the policy register, and use it in quote comparison.