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Description
Effective business management serves as the essential element that sustains an organization’s viability. As businesses evolve, they transition from reactive, survival-based strategies to proactively cultivating a more equitable and sustainable enterprise. We are witnessing an incredible evolution in technology that has ushered in innovative methods for assessing the health of individual businesses and entire networks. In this modern landscape, business owners engage in an ongoing cycle of establishing objectives and converting them into actionable plans, including critical decisions, performance metrics, and timelines, while ensuring their teams are aligned. However, they must navigate this process with reduced time and limited resources. This is where technological advancements come into play: For instance, tools like the Corelytics Financial Dashboard have streamlined management processes, reducing what once required hours of tedious spreadsheet work to mere minutes each month. Automating expense tracking has become almost effortless, allowing business owners to focus on strategic growth. Ultimately, the integration of technology not only enhances efficiency but also empowers businesses to thrive in a competitive environment.
Description
Active Insights provides valuable intelligence that empowers you to enhance customer retention, optimize loss ratios, and discover new business opportunities. By utilizing Active Insights, you can foresee significant developments within your client portfolio. This tool promotes a hands-on and anticipatory strategy to recognize and grasp the evolving needs of your customers. Timely engagement with your clients fosters the strengthening of existing relationships and the expansion of your portfolio. You will receive notifications for particular events that you choose, which helps guarantee that premiums are aligned with the shifting risks. By refining your communication strategies, you can create more efficient, targeted, and timely outreach to customers. Active Insights effectively correlates life events with the policies in your portfolio, alerting you to crucial changes that may affect both your clients and your business operations. Tailored updates provide an in-depth understanding of your portfolio, equipping you with the necessary insights to prioritize client needs and manage risk effectively while paving the way for future growth opportunities. This multifaceted approach ultimately leads to a more successful and sustainable business model.
API Access
Has API
API Access
Has API
Integrations
Equisoft/manage
Taktile
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Corelytics
Website
www.corelytics.com
Vendor Details
Company Name
LexisNexis
Country
United States
Website
risk.lexisnexis.com/products/active-insights
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics