What reporting do agency owners get?

Persistency, NTO, and chargeback rates by producer. Dials, talk time, and contact rate by agent. The reporting is built around the producer, not the month.

What is NTO and why does it get its own number?

Not taken out. Business that was written and never took effect. It fails in a different way from a lapse. A high NTO rate points at the sale or the lead, early enough to act on.

How does Assurna know which producer wrote which policy?

Through the record chain. The policy attaches to the application. The application attaches to the lead. The lead attaches to the call and the agent who made it.

Does Assurna predict which policies will lapse?

No. Nothing in the product does predictive risk detection. You get a measure of what did happen, by producer, early enough to act on.

Can I get this by team or downline rather than by producer?

Reporting today is built around the producer. Hierarchy and downline modeling are not in the product, so there are no rollups to describe. Bring your structure to the demo call.

Which producer brings the chargeback?

Advance commissions pay you before you know the business was real.

Book a demo See pricing

Deal Insights

Sample data

OverviewFunnelPersistencyLost Reasons

Updated 9:42:15 AM

Issued Policies

128

of 214 total deals

In-force

112

active coverage policies

Persistency Rate

87.5%

Within target

in-force / issued

NTO Rate

6.3%

Within target

not taken out / issued

Chargeback Rate

4.7%

Within target

chargedback policies / issued

Net Paid

$186.4K

gross paid minus chargebacks

Gross Paid

$201.9K

advanced on issued policies

Chargebacks

$15.5K

clawed back in this window

Lapsed Policies

lapsed or cancelled

The producer view. Sample data, like every surface here.

Built around the producer.

See the risk under the production number

Written business and kept business are two different numbers.

Manage the producer, not just the month

A producer view tells you who to sit with Monday.

Persistency, NTO, chargebacks.

Three numbers, in the words your carriers use.

PersistencyIs the business still paying: Whether the policies a producer wrote are still paying.
NTO, not taken outWritten, never took effect: Written business that never took effect.
Chargeback rateAdvance coming back: Advanced commission coming back.

Activity next to outcome.

Dials, talk time, and contact rate, per agent.

Dialer

Sample data

On Call04:12Dialing 2 linesReadySession 1h 23mConnects 18

Delores Whitfield

Macon, GA 31204 · Local time 2:41 PM

Phone: (478) 555-0142
DOB: 04/18/1957
Coverage: $20,000
Product: Final expense, level
Smoker: No
Source: Direct mail, June drop
Campaign: FE, Georgia daytime
Last contact: 6 days ago

Beneficiaries

Angela Whitfield, daughterPrimary
Marcus Whitfield, sonContingent

Compliance

Calling hours openConsent on fileDo not email

Coaching

LiveSummary

Agent If anything happened tomorrow, who would be the one making the arrangements?

Customer That would be my daughter Angela. She lives about ten minutes from me.

Agent And has she and you ever talked about what that would cost her?

Customer Not really. I know my sister's service came to more than the family expected.

Agent That is the usual story. Let me show you what it looks like to have it handled ahead of time.

Customer Alright. What would something like that run me a month?

Objection
She asked what happens if she misses a payment. Answer the grace period before you go back to the plan.
Buying signal
She named her daughter as the person who would handle the arrangements.

Disposition

SaleCallback SetNot InterestedNo AnswerVoicemail LeftWrong Number

MuteHoldTransferEnd callNext Call

The dialer screen the activity comes from. Sample data.

Before you trust a number.

What reporting do agency owners get?: Persistency, NTO, and chargeback rates by producer. Dials, talk time, and contact rate by agent. The reporting is built around the producer, not the month.
What is NTO and why does it get its own number?: Not taken out. Business that was written and never took effect. It fails in a different way from a lapse. A high NTO rate points at the sale or the lead, early enough to act on.
How does Assurna know which producer wrote which policy?: Through the record chain. The policy attaches to the application. The application attaches to the lead. The lead attaches to the call and the agent who made it.
Does Assurna predict which policies will lapse?: No. Nothing in the product does predictive risk detection. You get a measure of what did happen, by producer, early enough to act on.
Can I get this by team or downline rather than by producer?: Reporting today is built around the producer. Hierarchy and downline modeling are not in the product, so there are no rollups to describe. Bring your structure to the demo call.

Whose business is not sticking?

Bring your production and chargeback history.

Book a demo

Or see pricing first. It is published, per seat.

Which producer brings the chargeback?

Built around the producer.

See the risk under the production number

Manage the producer, not just the month

Persistency, NTO, chargebacks.

Activity next to outcome.

Before you trust a number.

Where the numbers come from.

Whose business is not sticking?