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Executive Dashboard for Sagitta


Vertafore’s Dashboards provide immediate insights into the overall health of your agencies business. Whether you’re an executive or a producer—rich, intuitive visualization tools allow you to make impactful data-driven decisions.


Smart. Intuitive. Simple.

Vertafore has redesigned the way you consume your data. With the Executive and Producer Dashboards your key metrics are pulled together into a single, easily digestible format that enables you to take immediate action on your business. Rich visualization tools allow you to drill-down into your data to analyze trends by division, department and line of business and take immediate action.

Key Advantages

  • Quick evaluation of key performance metrics to enable data-informed business decisions.
  • Cross sell opportunity analysis to identify greatest growth potential within your existing book.
  • Drill through capabilities to gain insight into key drivers that impact your performance.
  • Deeper insight into agency commission volumes and carrier relationship analysis.
  • It eliminates complicated reporting and combines key data points into a unified view.

  • Reports provide you with an immediate snapshot of your businesses health so you can make smart, fast business decisions.

  • The Elegantly designed graphs display complicated data into clear, concise and easy visualization tools.

  • Customized settings are saved so that you see what is most important to you.

Business Intelligence Datasheet

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