Benchmarking

Please complete the survey based upon your agency at the end of 2023. The list of Power BI reports required to complete the survey are below. The questions are structured, so each report is used in sequence as below. The numbering of the reports is simply a way to organise the survey, i.e. the numbers to do not correlate to a report number in Power BI. Billing Centre may also be a useful reference, as some questions relate to FS commission.

We appreciate agencies who have recently merged may not have access to 3 year’s historical data in Power BI. Please answer the question as accurately as possible based on the information available in Power BI. We are conscious of keeping the results as accurate as possible, so the survey results will be able to be filtered to ensure that recently merged agency data does not ‘corrupt’ the overall results.

Power BI reports to use:

1). Customer Insights > Customer Summary (this is a live report, so unable to filter to 2023. Please ensure the ‘renewal date’ filter on the right-hand side of the screen reflects a full 12 months.)

2). Agency Network New Business & Overall GWPI report > Overall GWPI History

3). NIS Report > NIS Sales – Transaction Level (filters set to 2023)

4). Financial Services Analysis Report > Agent–Monthly Issued AC (filters set to 2023)

Billing Centre – Commission Statements. It may be beneficial to export the relevant statement into excel to assist with totting up.