Good afternoon, carrier operations team.
Real-time journey health across life and non-life lines.
Updated 2 minutes ago
186
Active prospects
42
Quotes awaiting docs
28
Claims with SLA risk
91%
CSAT on post-sales
Pre-sales pulse
Top intents: term life, SME property, auto bundles.
- 28% of SME inquiries require broker follow-up
- Life leads convert better with financial planning context
Sales acceleration
AI assistant completed 68% of data capture without human touch.
- Auto quote cycle time down to 16 minutes
- New upsell scripts live for cyber add-ons
Post-sales retention
Renewal campaigns triggered for 52 life policies.
- Claims updates shared via SMS and portal
- High-risk churn accounts flagged for outreach
Upcoming actions
Operational follow-ups to keep carrier journeys on track.
- Confirm Duck Creek credential refresh window
- Schedule broker enablement for SME renewals
- Review consent logs for new SMS sequences
- Approve updated underwriting ruleset in staging
Pipeline orchestration
Track every stage from lead intake to policy issuance.
Pre-sales
142 leads across life and non-life
Focus: income protection, SME propertyQuote + Bind
78 active quotes
Average completion: 2.4 daysPost-sales
65 renewals and 24 claims
Retention rate: 88%Journey builder
Design playbooks for pre-sales, sales, and post-sales touches.
Website lead + chatbot
Detect intent, collect contact data, pre-qualify.
Quote request
Pull risk data, generate quote, request documents.
Underwriting review
Route to underwriter or auto-approve.
Renewal + claims
Share policy docs, launch renewal drip.
Agent assist
Give brokers a real-time cockpit for every account.
Client brief
Horizon Clinics is looking to expand with cyber coverage.
Recommended actions
- Send cyber risk questionnaire
- Schedule a 30-minute review call
- Share broker comparison sheet
Compliance checklist
- Consent captured for messaging
- Disclosure shared for bundling offer
- Audit log generated
Insights
Surface leading indicators for growth and retention.
Life renewal risk
14 policies at risk due to missed health follow-ups.
Non-life cross-sell
SME accounts that added cyber see 18% higher retention.
Channel performance
Messenger has the fastest quote turnaround at 1.2 days.
Integrations
Monitor data pipelines across underwriting, CRM, and policy admin systems.
Connectivity health
8/9 integrations healthy, 1 requires action.
Last sync window
12 minutes average latency across core systems.
Data throughput
2.4M events processed in the last 24 hours.
Guidewire PolicyCenter
Policy admin system
Salesforce Financial Services
CRM + broker pipeline
Duck Creek Rating
Pricing engine
Twilio Messaging
SMS + WhatsApp delivery