Can I know if I am losing policies that I wanted to retain?

Yodil provides Lost Client Detail, Producer Results, Retention Analysis, Expiration Detail, Renewal Summary, Renewal Detail, Risk Factors, and Exposures. With those reports and more, you’ll be able to identify the policies you’ve lost, the policies you want to keep, emerging trends, and market opportunities. One data model. Multiple scorecards, dashboards, and reporting formats. Almost limitless possibilities.

Business intelligence for insurance professionals, from insurance professionals.