Panel Cornerpoint

Reports

Report work we take on

Each engagement is prepared for insurance broker reporting and policy renewal analytics desks in Hong Kong. Pick a report type that matches the season you are facing.

Policy schedules and notes prepared for a renewal meeting

Flagship

Policy Renewal Analytics Report | Panel Cornerpoint

Fixed-scope renewal pack for one book segment — client summaries, internal schedules, and a coordinator briefing.

From HK$18,800 per renewal window

View scope
Portfolio notes and charts arranged for a principal review

Supporting

Broker Portfolio Visualization | Panel Cornerpoint

Quarterly visual panels of line mix, insurer concentration, and desk-level book shape for principals.

From HK$12,500 per quarter

View scope
Brokerage principal preparing for a quarterly retention discussion

Supporting

Quarterly Retention Briefing | Panel Cornerpoint

Standing retention review for principals — lapse patterns, save rates, and talking points for the next board pack.

From HK$9,800 per briefing

View scope
Colleagues reviewing commission and book mix documents together

Supporting

Commission & Book Mix Review | Panel Cornerpoint

Side-by-side commission and book-mix notes so payout conversations stay grounded in the real portfolio.

Quote-based from HK$7,500

View scope