Sorting High-Value Policies by Largest Premium Amounts

To sort insurance policies by the largest premium simply click to the right of Premium (top menu) to access the ascending and descending icons

To sort insurance policies by the largest premium simply use the ascending and descending icons to the left of Premium 

1. Prioritizing High-Value Accounts: Policies with the largest premiums often represent your highest-value customers. Focusing on these ensures they receive the attention they deserve, reducing the risk of losing important clients.
2. Revenue Analysis: Reviewing high-premium policies helps identify where a significant portion of your revenue is coming from, allowing you to assess risks and dependencies in your portfolio.
3. Renewal Focus: High-premium policies often have a greater impact on your business during renewals. Sorting by premium helps prioritize these accounts for proactive engagement, such as renewal reminders, policy updates, or upselling opportunities.
4. Commission Tracking: Larger premiums typically yield higher commissions. Sorting helps ensure commissions are accurately calculated and reconciled with carriers.
5. Identifying Trends: Analyzing high-premium policies can uncover patterns, such as industries or demographics contributing the most to your business, guiding your marketing and sales strategies.
6. Efficient Problem Resolution: If there's an issue with a high-premium policy, resolving it quickly may help protect a larger portion of your business.