The BusinessOptics Platform Description
BusinessOptics worked closely with FNB Life to create a tool that assessed customers' goals and income, simulated their income statements, balance sheets, and future risk scenarios, and calculated their insurance requirements. This tool helped them balance affordability and coverage. It offered support and guidance for sales intermediaries as well as a platform for self-service digital advice. The detailed analytics and reporting enabled early detection of usability issues and operational problems. They also highlighted the positive business impact across a variety of key metrics such as persistency and average premium. The solution won multiple innovation awards, which was the first in its field.
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Notices
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- Maintenance request and work order tracking
Owner statements
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Decision Critical Enterprise Modeling
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Select from different demand calculators to quickly gauge your market. Alter demand rules with ease and make detailed exceptions without breaking any formulas.
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Explore your data in depth with full drill-down capabilities.
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AgencyPro™, our Flagship product for Windows, provides all the tools you need in order to run an almost "paperless" insurance agency. You can download client and policy information automatically from your Carriers or rating vendor in ACORD®, Level 3 format. AgencyPro is the best agency bill insurance accounting system available. It can handle all aspects of agency accounting, including client A/R, rep, and company payables, direct reconciliation, invoicing, and receipts. It can be used on a cash or accrual basis. It produces all financial statements, including a Balance Sheet and Income and Expense Report as well as a Trial Balance. It also contains all the features of EZAgent. Our agency accounting experts are the best in the business.
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
BusinessOptics
Year Founded:
2010
Headquarters:
United States
Website:
www.businessoptics.biz
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
The BusinessOptics Platform Features and Options
Business Intelligence Software
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
The BusinessOptics Platform User Reviews
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