Athena CRM for Insurance Brokers

Reporting Tools


Athena comes with a wide range of pre-defined reports. There are several reporting tools that allow the users to configure and run reports based on the business requirements. In addition there are MIS reporting tools and query builder available in Athena.

  • Dynamic Reporting Tool
  • MIS Reporting Tool
  • Business Earning Reports
  • Financial Report - Receivables and Payables
  • PDF, Excel and HTML reports
  • Commission Reporting Tool
  • Policy status reports
  • Daily business earning reports - by status, provider, region and policy type
  • View summary tables, pie-charts and cross-tab reports

 

Travel Management