Deal pipeline, statuses, deadlines and KPIs for management and the distribution network.
DealT gives management and the network the same picture: deal pipeline, statuses, deadlines and KPIs in a single dashboard.
The complete history of every negotiation makes lead times, bottlenecks and conversion rates measurable.
What it does
- Deal pipeline with statuses and deadlines.
- Dashboards and KPIs for management and the network.
- History and traceability — the complete timeline of every negotiation, to measure lead times, conversion and for audit.
Who it's for
- Broker Relations
- Operations
- Management
Management — Having a single, up-to-date view of what is happening in negotiations is rarely a given. DealT brings pipeline, win rate, premiums at stake and bottlenecks into a single dashboard, with a history that makes periods comparable. Decisions are made on numbers, not on gut feeling.
Sales network — When the sales rep visits the broker, they can bring concrete data instead of impressions: hit ratio, retention, premium distribution by line, renewals at risk. DealT segments the portfolio down to the individual policyholder and changes the nature of the conversation with the network.