Broker Insights

Unlocking savings through data

Broker Insights is a business intelligence tool that allows you to quickly interpret broker activity on your Broker Portal.

Rather than pulling out manual reports on aspects of your Portal usage, Broker Insights provides a real-time overview which can be easily manipulated to spot behavioural patterns and identify valuable opportunities.

If you don’t already have a UD Broker Portal to help your TPI network generate quotes for customers and produce verified contracts, you could be missing out on sales. Take a look at how adopting a Broker Portal could help your business to maximise both sales and profit.

What can Broker Insights do?

Identify where to increase sales

If you’re struggling to get an overview on your sales pipeline, Broker Insights gives you the ability to forecast by digging deeper into your sales funnel.

Never miss an opportunity

Broker Insights can analyse trends, focus in on specific segments of the market and help to identify and convert valuable sales opportunities that you could otherwise be missing.

Understand broker behaviour

You can now get better visibility into the ways that brokers are working on your Broker Portal, which in turn can help you to better understand specific broker portfolios.​

Real-time, dynamic reports ​

Don’t waste time pulling out manual reports when Broker Insights can provide you with presentable, up-to-date data in an understandable format.

Increase broker retention

By understanding how your brokers are working with you, you can engage with them individually and personally to improve and grow your relationship.

Reduce your cost to serve

Spend less time and money on tracking broker activity, manipulating reports and identifying opportunities – Broker Insights can take care of these things for you.

If you are interested in understanding more about how broker insights could help your business to increase sales, contact the team at UD Group today: