Stonebridge launches performance dashboards

Jake Carter

September 24, 2020


Mortgage and insurance network Stonebridge has launched newly-designed performance dashboards on its trading platform, Revolution.

In addition, the network has completed phase seven of its 11-stage restyling project.

This is part of its recent investment in its Revolution system, which now has 11 full-time, in-house developers.

The performance dashboards are available at both company and adviser level, and allow the user to track performance in near real-time.

The dashboards produce a variety of visual representations of activity and results charts.

Company performance dashboards present the user with a clear overview of business performance, while the adviser performance dashboards present a business performance split by adviser.

There is also a ‘my performance’ dashboard to provide individual advisers with an overview of their own performance.

Furthermore, Stonebridge has continued its restyling project, which includes amending life and general insurance (GI), compliance promotions, accounts, mortgage details, fee-charging arrangements and conveyancing within the Revolution system.

Tim Merrey, director of Revolution, said: “We are constantly looking at how we can improve the service we provide to Stonebridge AR firms and how to effectively present the data within Revolution in order to provide the necessary detail and insight which they can utilise to make the most of all opportunities.

“Our company and adviser performance dashboards enable principals and owners to identify where individuals and the firm are performing well, plus where there might be room for improvement across various sectors and products.

“This is all about empowering our AR firms to review their performance in as close to real-time as possible and to analyse those statistics to improve outcomes and grow income.”

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