Policies by Carrier is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Policies by Carrier

Policies by Carrier provides a bar graph showing how many policies in the selected filters fall under a particular insurance carrier.

Only policies on Records that have an Advisor 1 assigned, have a Client classification, and no Termination Date are included.

Policies themselves must have a policy date, the effective date must be before or during the selected time span, and not have an expiration date during the selected time span.

View By

Use the View By filter to see the Top 10 carriers, Bottom 10 carriers, or a custom list of up to 10 carriers you manually select.

Select Period

Use the Period drop-down to choose how far back to view active policies. You can select YTD, Last 3 Months, Last 6 Months, Last 12 Months, or define a custom date range.

Drill Down

Click any bar to view a grid of the specific policies for that carrier along with additional details around the policies.

• Use the Search box to search for a particular policy.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to the selected insurance policy.