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The Brokers Playbook-Using Data to Win & Retain Clients

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Gain complete insight into policies and insurance programs and discover any gaps or overlap in coverage. A holistic approach is essential to managing policies and insurance programs. The Ventiv solution enables brokers to conduct a policy audit of your clients' insurance policies, including premiums, limits, conditions, loss ratios, aggregate erosion, premium flows, and insurer exposure. Analytics provide insights on premium expenditure and help identify opportunities for coverage optimization or gaps. This information can be combined with insurer ratings to manage counterparty exposures, especially for your clients' legacy programs. THE BROKERS PLAYBOOK Using Data to Win & Retain Clients | 6

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