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


Are you ready to put the RATECentric platform to the test?

Contact Us …to learn more, request information, or schedule a demo.