Understanding Policy Heart Indicators for Quotes

Policy Hearts are visual indicators that flag policies that Openly expects may generate notable long-term value for both the agency and Openly. Factors that can influence these ratings include:

  • Expected high retention rates
  • Potential cross-selling opportunities
  • Favorable underwriting results

Policies can display up to five hearts located directly beneath the Term Premium section on your dashboard.

 

Commission Questions
For inquiries regarding commissions on policies displaying heart indicators, contact the Commissions Team at commissions@openly.com.

Was this article helpful?
0 out of 0 found this helpful