Can I know if I'm rounding my accounts appropriately?

Yodil provides details on books of business, mix of business, expirations, retention analysis, new clients, lost clients, renewals and more. With that information, you'll be able to plan and target your cross-selling and up-selling efforts. And you'll be able to identify opportunities to write additional lines within your existing customer base. One data model. Multiple scorecards, dashboards, and reporting formats.

Almost limitless possibilities.

Request your copy of the Yodil Corporate Overview!