Vision Pathfinder Reports provide a snapshot of your business, helping you to identify growth opportunities, better understand the effectiveness of current placement, or plan for succession.
Designed to work alongside our unrivalled Broker Insights Vision™ platform, each Pathfinder Report brings clarity to your management information and builds confidence in your strategic decisions.
By turning complex business data into actionable insight, Pathfinder informs you ahead of your next move. Each Pathfinder Report is supplied in digital and hard copy, giving you an overview of the business’ performance, comparison with peers, and an indicative potential valuation – with analysis supported by our experienced team.
Gain data insight with visualisations of your complex data
Better understand the distribution of your held book
Map your customer locations, branch distribution, top-performing policies and more
Discover how your business compares against anonymised live broker data
Identify best-in-class performance for each individual product line
Explore comparable financial performance
Identify placement strategy optimisation recommendations for your current book
See the indicative value of your total commission opportunity
Grow your book effectively through improved placement
Find out an indicative potential valuation using industry-standard metrics and an uplift projection
Make data-driven decisions to grow your business
Make your next move with confidence
To understand the value of a Pathfinder Report and find out if now is the right time for you, we’d be happy to talk through the potential findings and explain the Report and on-going support options.
Contact us and we’ll be in touch to explain more about how Pathfinder can benefit you and your business.
For large, national and global brokers.
For independent regional brokers.