Lynkos

We beleive in the value of information for triggering actions and feeding into strategic, back office, customer service or product tailoring processes.  However, information processing for financial advisors and insurance agents has become one of the most painful back office processes, that gets worse with every new product operated by their organizations.

By default, Lynkos includes a comprehensive set of reports to monitor the key business metrics in the financial services and insurance industries, including:

• Sales
• Persistency
• Portfolio
• Assets under management
• Transactions status
• Underwriting & administration requirements
• Claims in process
• Commissions
• Turnaround times

In addition, users can generate their own custom reports, adding variables to illustrated data, such as time intervals, brokers, regions, products, and many others. These custom built reports can be saved as favorites and even shared with others, so that everyone in your organization is aligned towards your business metrics.