Supporting report
Broker Portfolio Visualization | Panel Cornerpoint
Quarterly visual panels of line mix, insurer concentration, and desk-level book shape for principals.
Fit
Agency principals and branch managers who want a calm visual read of how the book sits across lines and insurers before planning producer targets.
Included
- Line mix and premium concentration charts
- Insurer dependency notes with plain-language commentary
- Producer desk comparison for the quarter
- One revision after your internal review
Excluded
Live trading screens, automated feeds, or day-to-day policy administration.
Delivery
Printed and PDF panels delivered within twelve business days of extract receipt. Optional in-person walkthrough in Kwun Tong.
From HK$12,500 per quarter