Business intelligence (BI) is an interactive reporting tool where you can access data on your deals lodged and settled, commission payments, portfolio growth, customer statistics, and all the key indicators which let you know about the health and growth of your business. BI extracts and analyses all of the data from your FLEX applications, contacts and commissions on a daily basis, updating every evening so you have the very latest data to hand. With a host of pre-defined reports BI will eliminate all of the guesswork, giving you the insight to help you make better and faster decisions.
With clever reporting on your business patterns and customer statistics, you’re able to develop better forecasting and counteract any negative business trends before they impact your bottom line. This brand new business intelligence function is just like having your very own business analyst on your team.
The information you see in business intelligence will reflect your access to FLEX. If you have master agent or administrative access then you will be able to see the details across the company. If you have loan writer only access, you will only be able to see your own details and clients.
If you’re already an AFG broker just speak to your Business Development Manager today, but if you’re not yet with AFG, simply send through an enquiry and we will get you started.
Some of the features you can take advantage of in BI
Have access to a complete archive of your commission payments and if you’re the master agent of a business you’ll have a complete overview of all your staff’s commission history.
No matter the time of day or where you are, you’ll have access to all the data on your deals that are lodged and settled.
If you’re on the AFG SMART program you will have access to all your branding information, information about your campaigns sent and much more – giving you complete oversight on how the program is working for your business.