Key Performance Indicators (KPI)

Carriers and distribution channels can access RATECentric’s KPIs to evaluate success rates and desired business objectives.

Features of RATECentric’s KPI:

Real-time sales reports
High level view which focuses on overall sales performance
Low level view which focuses on regional or individual selling sectors
Product mix analysis
Performance measures which define a query, generate a report, and analyze results
Exports data in Excel format for spreadsheet functionality
Tracks sales in all stages of development
Integrates with client’s CRM or other systems