PUBLISHED DATE: 2025-08-12 00:02:44

VIDEO TRANSCRIPT:

SPEAKER: Sophia opens her broker 360 dashboard, surfacing insights on the broker she selected, Nashville Insurance Solutions. In the key metrics section, Sophia sees that this broker's renewal rate has decreased in the past year, and average time for renewal has increased. To understand the reasons for these trends, Sophia looks to the action pulse section. Sophia sees that there is an increase in claims frequency due to severe weather events in the past year. Sophia can click on the Analyze button to view insights on severe weather claims, including claim amounts, average days open, claim settlement ratio, etc. Sophia sees that there are low completion rates on broker training related to severe weather events. Sophia can click to view an action plan to address, including a sales and communications kit for brokers that emphasizes the importance and benefits of training on how to maximize coverage for severe weather events. Sophia determines which individual brokers are high performers and eligible for bonuses and recognition programs, versus brokers those that require additional support and interventions.