Tapping Into the Solver Modules to Enhance Your Performance
Solver’s Reporting and Planning software for insurance companies includes these four modules to help you make data-informed business decisions:
Create organization-wide budgets and forecasts for operating expenses, rate changes, revenue, cash flow and capital purchases.
Design powerful reports with Solver’s modern, cloud-connected Excel add-in, while your executives and departments can generate reports and perform consolidations in Solver’s browser-based portal, making reporting processes easier and provides self-service to end users.
View benchmarking and insurance metrics at a glance with Solver’s direct integration to Microsfot Power BI for customizable dashboards that include charts and alerts for all of your critical data.
Combine financials, human resources, claims data and more information in a single database that can be managed by business users.
Get More Information on Our Reporting and Budgeting Software for Insurance Companies
To learn how you can use Solver’s budgeting software for insurance companies to manage your agency’s performance, contact our representatives online. You can request a demo, make a sales inquiry or ask any questions you have about our insurance company reporting software. Check out examples of our CPM software in action or learn more from our Solver Template series.