Overview
There are dozens of ways to create personalized dashboards in AMS+ using favorites. Here are a few ideas for different ways you can set up your personal dashboard to bring a specific focus.
IN THIS ARTICLE
Agency Overview Focus
Commission & Revenue Focus
Lead Generation & Sales Focus
Service & Support Focus
Business Segment Focus
Agency Overview Focus
For when you want an overview of your agency at a glance, add the following items to your personal dashboard.
- Activity List
- All Open Activities - By Status
- Groups - By Type
- Individuals - by Type
- All Policies - By Status
- All In-Force Policies - By Coverage Type
Commission & Revenue Focus
Monitoring commissions and revenue can be a tedious task. If your role focuses on working with commissions and analyzing revenue, consider setting up your personal dashboard with these items:
- Top Commissions Received - By Carrier
- Top Commissions Received - By Agent
- Actual vs. Projected - By Month
- Actual vs. Projected - By Coverage Type
- New Policies - By Coverage Type
Lead Generation & Sales Focus
Bringing in leads and closing sales is a disciplined art. If you have a focus on generating leads and sales, set up your personal dashboard with the following items to help your process.
- Activity List
- Individuals - By Type
- Groups - By Type
- Ind Leads - Last 30 days Not Contacted
- Ind Leads - Contacted & Interested
- Group Prospects - Last 60 days
Service & Support Focus
Supporting & servicing clients after the sale helps maintain and build strong customer relationships. If you have a service & support focus, consider using the following items on your personal dashboard to help serve your clients.
- Activity List
- Open Activities - By Status
- My Completed - By Week
- Pending Policies - Health
- Policies - Renewals in next 90 days
- Agents - E&O Expiring
Business Segment Focus
You may have a particular segment of business that is your focus - be it individual business, group business, or agent recruiting and tracking. If you have a particular business segment you specialize in, consider setting up your personal dashboard as listed below:
Individual Business
- Activity List
- Individuals - By Type
- Individuals - By Status
- New Individual Policies - By Month
- All Individual Policies - By Carrier
- New Prospects - Last 30 days
- Individuals - Birthdays next 30 days
Group Business
- Activity List
- Groups - By Type
- Groups - By Status
- New Group Policies - By Month
- All Group Policies - By Carrier
- Groups - Quoting
- Group Renewals - Next 90 Days
Agent Tracking & Recruiting
- Activity List
- Top Commissions Received - By Agent
- All Open Activities - By Status
- New Agents - Last 60 Days
- Agent E&O - Expiring 30 days
- Agent License - Expiring in 30 Days
- New Policies Last 30 Days - Active Agents
Icon Key:
- = Activity List
- = Graph
- = Saved Search