New Vs. Renewal Business
Underwriter Insights Tab.
Set filter to either the Underwriter, VP, Producer, Business Location, etc. that you wish to view New & Renewal Business for.
Scroll to "Written Premium by New vs. Renew."
If you're having trouble finding the Underwriter Insights tab, ensure you're going to RLI Connect > Business Resources > Business Intelligence > Underwriter Insights
Time Range Filter
On the Underwriter Insights tab, you have the ability to toggle between a variety of date ranges:
Relative
Month to Date
Year to Date
Rolling 12 Months
Rolling 3 Years
Rolling 5 Years
By Accounting Year
If you're having trouble finding the Underwriter Insights tab, ensure you're going to RLI Connect > Business Resources > Business Intelligence > Underwriter Insights
A Deeper Dive
Need something a little more granular?
Producer Insights > Filter > Select yourself as Underwriter.
This will show all of the Producers in your own book of business.
Want to go even deeper? On the graph that shows "Written Premium YTD By Producer" right click on the bar of the producer you want to learn more about. Select Drill through and then Scorecard.
This will show you just what that particular Producer has been doing. A perfect option for sharing with your Producers without showing other books of business.
If you're having trouble finding the Producer Insights tab, ensure you're going to RLI Connect > Business Resources > Business Intelligence > Producer Insights.