BlueSun Sales Analyst

What you can't measure, you can't control

Are you seeing decreasing earnings even though your sales costs are increasing? Don't know which marketing activities are giving you pay-back? Frustrated with the lack of control and up-to-date information for your marketing, sales and channel activities?

What if there was a way for you to get a simple, comprehensive view of all of your sales results linked to
the activity that drove them? You could use that information to stop doing the things that aren't working and
do more of the things that do. Then you could focus the management and sales teams' attention where
it's needed.


Already got sales reporting?

Insurance business intelligence
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You may already have sales reporting, but it is maybe too late to be of real use. You have the headache of combining information from a number of sources and it disagrees with other reports so you never know which to believe. Maybe you've already got a CRM system that was supposed to give you this information, but it doesn't really work, because it isn't designed for insurance and people won't use it. Maybe the data is all there, but you're still asking the report users to be analysts, rather than helping them with a specific call-to-action.

The first step to overhauling sales and marketing

Insurance business intelligence
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BlueSun Sales Analyst is more than just sales reporting. It helps you get control of sales and marketing and adjust your channel mix. It provides:

  • a dashboard to help you easily spot what is and what isn't working
  • drill-down reports so you can pinpoint the problem area
  • slice-and-dice reporting so you can analyze results by channel, product, producer, wholesaler, customer demographic and more
  • automated report distribution so you can provide reports to wholesalers, internal sales, distributors, producers and anyone else who needs to see how things are going - and they all get the same single point of truth

Sales Analyst gathers information from sources that already exist, such as your administration, compensation, underwriting and workflow systems. Combined with our proprietary inference engine, this means you can get useful information without relying on sales people entering more data.

Sales Analyst gives you the data you need to understand what and how to change. Isn't that the right start point for overhauling sales and marketing? Sales Analyst can be up and running within weeks - contact us now to get started.