Dashboard

The RATECentric Dashboard provides management with a real time, bird’s eye view to measure and analyze group insurance sales performance.

Our Dashboard offers the ability to:

• View case information and track status with the flexibility to search for information in a variety of ways
• Sort and export pertinent case information in Excel
• Integrate case specifics into a client’s sales analysis application
• Create hierarchical, role-based access to allow extensive or limited use for case management activity