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Announcement
3 years ago

Meet the New & Improved Business Classification Dashboard

Take a look at what we’ve done to the Business Classification Dashboard in Clarity. We’ve redesigned it and added new features. Now your data is better organized and more accessible.

Simply roll your mouse over the new, intuitively-designed graphs and the related numbers and percentages pop right up.

Plus, we’ve added a new ‘Top 10 Accounts’ section. Click the ‘Premium or Revenue’ toggle switch and Clarity will instantly rank your accounts by customer, carrier and premium. 

We hope you enjoy the new Business Classification Dashboard. It’s yet another way Clarity can help you match the right accounts with the right carriers.


Avatar of authorAgencyKPI Updates
Improvement
3 years ago

Introducing Agency Production

Introducing Agency Production. This is a major improvement in Understanding. 

The AMS data or "Scorecard" data you load into Harmony is now available in Understanding. 

We're always working to improve how Understanding works for you. 


Avatar of authorAgencyKPI Updates