360Lifecycle Office has a wealth of functionality and provides you with the tools and the intelligence to run your business and achieve significant gains in efficiency. Office provides the management team with a real-time view of the business allowing them to manage in the moment and optimize productivity using two important tracking tools "Opportunity Explorer" and "Performance Explorer." The system is an invaluable tool for sales managers. For any case, at any time, a manager can analyze trends, generate reports, and ensure that an advisor is acting in a compliant manner. Proactive response, rather than reactive, is key; real-time information allows you to manage the moment, rather than trying to rewrite history.
Office makes it easy to calculate accurate NPW versus Submitted Business reports; analyze submitted, written, completed, banked or postponed business; accurately monitor KPIs; and gather data for RMAR. The data is available whenever you need it, hourly, daily, monthly, or annually, at the touch of a button.
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