Today is the day to take charge of your data.
“With Encore your data doesn’t just get warehoused – it drives decisions.”
The Owner/Manager’s experience is focused on high level information that most of us spend too much time down in the trenches to see.
The Manager’s Dashboard provides easy to see data for KPIs.
You can customize the date range to see your revenue by company, line, and producer. This Dashboard also gives you a summary of Best Practices stats for your team and a Quick Trust Analysis from the General Ledger.
This on demand snapshot saves the time of gathering data from different sources and plugging it into a spreadsheet.
Reporting Your Way
All reporting in Encore is presented in a spreadsheet. All the data is displayed, and you get the ability to filter, sort, and present it in any format that fits your needs and preferences. Policy reports and Accounting reports include all the data you need to run your agency and have meaningful insight at a keystroke.
The Production Report below show grouping by Company and Line. Any column or groups of columns can be grouped like this, giving you the ability to see your data any way you want it..
Do you know if carriers are paying you the right amount of money?
Many agencies don’t know if they are getting paid the right amount of money by carriers. The average small agency has found they were underpaid by $10,000 or more over the previous two years. The problem they have is it takes too long to reconcile what the carrier has paid vs. what they should have paid.
Encore uploads direct bill commission statements and has built in reporting for total commission due to you vs the commission you’ve collected. We even show the last time you got paid on a policy. This powerful tool keeps you and the carrier square.
Is it a chore to pay your producers?
Encore makes it a snap to pay your producers. In addition to the insured’s name, policy number, effective date, and carrier, our Producer Closing Browser displays the AR balance and the Accounting Date. The Accounting Date lets you pay based on your set producer payment terms without having to look up each individual transaction.
Today is the day to take charge of your data.
We have easy to understand flat-fee pricing. $300 a month includes 3 users; additional users can be added for $75 per month.
No payment is due for 30 days.
No long-term contracts.
Your data is your data PERIOD. We’ll provide you with a copy of your data at no charge.
Ready to get insight into your data? Book Your Demo Today.
Your information will stay private with us.