| 摘要 |
Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker. The systems and methods configured to store placement information for insurance policies, receive policy criteria selection information from a user, wherein at least a portion of the policy criteria selection information is unique to an insurance company associated with the user, determine opportunity information based on the policy criteria selection information, the opportunity information including data for insurance policies that are one of scheduled to expire and scheduled for submission to insurance companies within a predetermined time frame, determine historical information based on the policy criteria selection information, the historical information including performance metrics for the insurance company and average performance metrics for peer insurance companies and provide the opportunity information and historical information to the user.
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