Essential management information at a glance

In that age old battle between sales people (”Where are the good leads?!”) and marketing people (”We’re getting the leads, where are the sales?!”) quick, clear M.I. is the only judge.

Because Quotiva automatically and unobtrusively gathers information from prospects, salespeople, marketing sources and more it can produce a wealth of data for you.

At the simplest level, it’s a snip to see just how your inbound sales enquiries are being dealt with - leads are colour coded on arrival and by sales staff to indicate their progression through the sales pipeline - one quick look at the “leads” screen shows you in an instant what’s going on.

Daily, monthly, weekly and yearly sales snapshot

The system produces a snapshot PDF report on demand consisting of two sheets with all the pertinant information you need. Leads, sales, commissions, closures, wins, losses, P.I. etc broken out for the last 7 days, 4 weeks and 12 months. Combined with a simple analysis of lead sources, areas of strength and weakness it can make interesting reading to alongside your accounting financial insurance software. Add custom reporting rows and you might find a few things you didn’t know about (one client discovered half his new business enquiries were for a profile that none of his insurers handled - so he used the Quotiva data to negotiate new rates).

QSEI & PSEI - business intelligence software for insurance

Just for (serious) fun, we employed a mathematician to create a very special equasion which, if you’re allocating leads to salespeople, will statistically rank each member of you team based not only on commission income, but performance in relation to the team (above or below average), in relation to the volume and quality of leads they were supplied, number of closures and more. It’s an interesting snapshot to use alongside your more traditional measures of performance and can hilight issues and performers in new ways.

Quotiva dashboard

Some things look better in pictures. The Quotiva dashboard(s) give you an instant graphical view of performance and K.P.I.s. You can see in a glance the relationship between web traffic and sales enquiries, the visits / leads / sales funnel, quotes to no quotes and more.

And of course, as with all things Quotiva, we can customise dashboards any way you like to produce the report you really need.

Data Mapping

Quotiva will even produce colour coded maps on the UK showing where you where your leads are coming from and where you’re winning business. Once you start to generate leads online there’s no reason business should be restricted to local areas.