Transcript
Page 1: Liberty National Life Insurance Company

QlikView e-App Dashboard

LIBERTY NATIONAL LIFE INSURANCE COMPANY

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CURRENT DASHBOARD EXAMPLES REFERRALS

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CURRENT DASHBOARD EXAMPLES PRODUCT TYPE

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CURRENT DASHBOARD EXAMPLES SALES COUNT

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NEW QLIKVIEW DATA COMING SOON

Closing Statistics:

• Number of Presentations

• Number of Final Sales

• Number of Abandoned Sales

Lead Type Summary:

• Associations

• Child Safe

• Credit Unions

• POS

• Referrals

• Unions

Premium and Final Sale Count by:

• Base Plan Products

• Benefit Products

• Rider Products

Additional Premium Statistics:

• Initial Offer (Prem/Cnt)

• Final Offer (Prem/Cnt)

• Final Sale (Prem/Cnt)

• Premium as a % of Income

X

X

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NEW QLIKVIEW DATA COMING SOONClosing Statistics

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NEW QLIKVIEW DATA COMING SOONLead Type and Counts

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NEW QLIKVIEW DATA COMING SOONProduct Premiums and Counts

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NEW QLIKVIEW DATA COMING SOONAdditional Premium Statistics

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Weekly WAR Report

• Agent Count

• Presentation Count

• Final Sales Count

• Closing Ratios

• Presentation Referrals

• Referrals Received at Home Office

• Average Presentations Per Week

• Initial Offer vs. Final Offer Statistics

• Final Sales vs. Final Offer

• Average Household Annual Income

• Average Annual Premium Per Agent

NEW QLIKVIEW DATA COMING SOON

Page 11: Liberty National Life Insurance Company

New QlikView Data Coming SoonWar Report


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