2 years ago
Menu Change
The menu on the left side of Clarity has been updated.
Now the "AMS Data Upload" is found under the "AKPI Tools" dropdown.
2 years ago
Timeframe Selector in Harmony is Ready
As the saying goes, timing is everything.
Now you can use the Timeframe Selector to access data for specific timeframes. Choose YTD, 12 Month Window, 24 Month Window, or 36 Month Window. Or select a custom timeframe.
Here's how the Timeframe Selector works:
1. Click on Core Performance
Click on Core Performance in the left-hand navigation
2. Click the Timeframe Selector icon
Click the Timeframe Selector icon in the upper right-hand corner
3. Choose the desired timeframe button: YTD
Click YTD and the Timeframe Slider will automatically adjust
Click Apply Filters to see the data
4. Choose the desired timeframe button: Month
Click Month and the Timeframe Slider will automatically adjust
Click Apply Filters to see the data
5. Choose the desired timeframe button: 12 Month Window
Click 12 Month Window and the Timeframe Slider will automatically adjust
Click Apply Filters to see the data
6. Choose the desired timeframe button: 24 Month Window
Click 24 Month Window and the Timeframe Slider will automatically adjust
Click Apply Filters to see the data
7. Choose the desired timeframe button: 36 Month Window
Click 36 Month Window and the Timeframe Slider will automatically adjust
Click Apply Filters to see the data
8. Choose the desired timeframe button: Custom
Click Custom to manually adjust the timeframe slider with your mouse
Click Apply Filters to see the data
9. Click the Calendar icon
Click the Calendar icon. Manually select a "starting date" and then an "ending date" range.
Click Apply Filters to see the data
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.
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.
