Frequently Asked Questions

I've had a couple of consistent questions asked about the Policy Analyzer.  Here are those questions and the answer to them.

Q.  Can I run a source of business report showing who the referrer is?

A.  This question was asked because in InStar you can only run a source of business report at the policy level, yet it's at the client level where you put in "referred by".  The answer to this question is absolutely yes, you can run this kind report in the Policy Analyzer.

Q.  Can we use this to run accounting reports?

A.  No.  At this time it only pulls client records and policy header information over.  I am entertaining the idea of working with accounting information, specifically information from the invoice, but I would need enough agencies who would want this to constitute the time it would take to add.  This would also be an add-on for an additional fee, if this feature gets added.

Q.  Do you have a list of the reports it can run?

A.  The design of the program is for you to design your own reports.  With a very flexible selection process and sorting order, once you determine the parameters for the reports you want you just save those parameters so you can use that user defined report anytime you want.

Q.  Can you customize your own reports?

A.  Absolutely!  This was a key design to the program.  I know when I owned my agency I had key reports I ran.  In talking to other agency owners they have key reports they run.  Who am I to dictate the reports?  :)  Therefore, I've given you total control (almost) over the reporting ability.

Q.  How can I review this program? 

A.  You have three ways to review the Policy Analyzer ...

1.  A Video Overview.  I created a video overview that walks you right threw the system.  You'll see how easy the program is to use and how much flexibility you have to create reports.

2.  A Webinar.  With the use of a Webinar program, I will share my computer with you and show you step by step what this program can do.

3.  You can purchase a 30 day trial program for $75.  This allows you to install the program on your computer and run reports and analysis your own book of business.  When you purchase the Policy Analyzer, the $75 will be credited to the purchase price.

Q.  Why do you charge for a live trial program? 

A.  The Policy Analyzer is a pretty straight forward program.  It's an advanced reporting program that allows you to analyze your data.  The Policy Analyzer is not an expensive program.  The $75 fee for the program separates those agencies who just want a one time review of their data from those agencies who weekly or monthly want to stay on top of their book of business. 

Between the video overview and the Webinar where I can show you the live Policy Analyzer system on my computer, you will know exactly how to use this program and what it's capable of providing you in the way of information about your book of business.  If you want to analyze your data for just 30 days, you'll need to purchase the 30 Day Trial Program for $75.