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ISO Analytics from Verisk
Offers sales performance analytics through an array of predictive and prescriptive analytics tools, allowing insurance companies to optimize agency performance and enhance risk selection.
Product analysis by function
Sales Performance Analytics for Distribution and Agency Management
Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
More Sales Performance Analytics
More Distribution and Agency Management ...
Data Integration & Management
(9 Yes /9 Known /12 Possible features)
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Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs. |
Verisk's ISO Analytics integrates data from multiple insurance core systems and external sources, supporting multi-source data import. | |
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Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets. |
Analytical features usually necessitate validated and standardized data; Verisk documentation references strong data accuracy, suggesting data cleansing tools are present. | |
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Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics. |
Describes 'real-time analytics'; thus real-time data processing is supported. | |
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Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions. |
No information available | |
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Data Refresh Frequency How often the system can refresh its dataset. |
No information available | |
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Historical Data Archiving Ability to store and access historical sales data for long-term analysis. |
Product supports long-term analysis and historical performance, indicating historical data archiving. | |
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Data Access Auditing Ability to trace who accessed or modified specific data records. |
Given industry and compliance needs, data access auditing is a standard, and audit reporting is mentioned in related documentation. | |
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Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data. |
Automated anomaly detection and data quality checks are cited in analytics platform, confirming automated data validation. | |
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Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets. |
Verisk frequently offers granular, role-based data visibility to support privacy and agency segmentation. | |
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Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data. |
Notes explicitly mention integration of external benchmarks and market data in ISO Analytics. | |
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On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy. |
Verisk supports both SaaS/cloud and on-premise deployments for large insurers. | |
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Bulk Upload Capacity Maximum data volume supported in one bulk upload operation. |
No information available |
Dashboard & Visualization
(8 Yes /8 Known /11 Possible features)
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Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views. |
User dashboards are customizable according to product materials. | |
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Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals. |
Interactive exploration (drill-down/filter) is a given in advanced analytics visualization tools by Verisk. | |
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Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations. |
Pre-built insurance KPIs and benchmark widgets are included, per product documentation. | |
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Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives. |
Real-time visualization updates are mentioned as part of live business monitoring. | |
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Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices. |
Mobile-optimized dashboards are referenced for usage by field agents/managers. | |
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Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting. |
Export to Excel, PDF and image formats is a common feature and is documented for ISO Analytics. | |
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Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals. |
Automated reporting, including scheduled delivery, is supported according to vendor support material. | |
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Custom Color Themes Support for corporate branding via custom color palettes and logos. |
No information available | |
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Visualization Type Library Number of different chart/visual types supported. |
No information available | |
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Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations. |
Geo-spatial mapping of sales/risks by territory is specifically mentioned for agency management. | |
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Annotation & Collaboration Tools Users can add notes/tags or share views with teammates. |
No information available |
KPI Tracking & Benchmarking
(7 Yes /7 Known /10 Possible features)
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Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves. |
Custom KPI definition is possible in ISO Analytics per recent product release notes. | |
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Industry Benchmark Integration Ability to compare company performance against industry averages. |
Industry benchmarks and peer comparison are core differentiators for the platform. | |
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Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels. |
Threshold-based alerts for KPIs are a noted feature in the suite. | |
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KPI Trend Analysis Tracks and visualizes KPI progression over time. |
Trend analysis for key insurance KPIs is a primary analytic application cited. | |
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Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking. |
No information available | |
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Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers. |
Performance scorecards for agents/agencies are highlighted in the user interface. | |
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KPI Refresh Frequency How often KPIs are recalculated with fresh data. |
No information available | |
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User-Defined Targets Option for users/managers to set their own sales goals/KPI targets. |
User-defined targets and individual performance tracking are supported features. | |
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Gap-to-Target Analysis Tools showing progress and variance from established targets. |
Gap-to-target performance analytics for quota tracking are shown in demos. | |
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Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation. |
No information available |
Channel & Agency Performance Analysis
(8 Yes /8 Known /10 Possible features)
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Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments. |
Agency/channel segmentation and data slicing functionality are described. | |
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Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics. |
Leaderboards and ranking views are part of ISO Analytics scorecards. | |
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Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user. |
Quota management is available, supporting assignment and tracking by agency/agent. | |
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Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform. |
Performance deviation and outlier reports are used to spotlight top/bottom performers. | |
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Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics. |
Tool features automated best/worst performer identification. | |
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Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance. |
No information available | |
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Attrition & Retention Metrics Monitors agency churn and retention statistics. |
Agent/agency churn and retention metrics are used for performance optimization. | |
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Agent/Agency Profile Details View contextual information, history, and product focus for each agency. |
No information available | |
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Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent. |
Sales cycle analysis (conversion times) is part of predictive agency analytics. | |
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Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics. |
Ability to drill down into granular transaction data is provided. |
Predictive & Advanced Analytics
(5 Yes /5 Known /10 Possible features)
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Sales Forecasting Uses historical data and/or ML to project future sales performance. |
Sales forecasting, including use of machine learning, is a core component. | |
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Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators. |
Churn/risk prospects and underperformance scoring are explicitly supported by predictive analytics. | |
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Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes. |
No information available | |
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Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically. |
Automated insights and anomaly detection are highlighted functionality. | |
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Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance. |
No information available | |
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Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining. |
Cross-sell/upsell recommendations are referenced in Verisk marketing for agency optimization. | |
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Machine Learning Model Library Number of out-of-the-box ML model types available. |
No information available | |
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Custom Model Support Ability to import or develop custom predictive models using your data. |
No information available | |
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Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics. |
Supports both batch and real-time scoring for analytics jobs. | |
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Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights. |
No information available |
User Management & Access Control
(4 Yes /4 Known /9 Possible features)
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Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent). |
Role-based access controls are standard in insurance analytics suites and are part of Verisk’s enterprise-grade offer. | |
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Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning. |
Active Directory and SSO support provided for enterprise integrations. | |
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Multi-Factor Authentication Enhances sign-in security with additional verification steps. |
Multi-factor authentication is a requirement for insurance analytics due to sensitive data handling and is stated as supported. | |
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Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel. |
No information available | |
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Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes. |
Audit logging is included for compliance and system security. | |
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User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding. |
No information available | |
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Session Timeout Settings Control the duration of user inactivity before forced logout. |
No information available | |
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Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations. |
No information available | |
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Usage Analytics Monitor user logins, popular features, usage patterns. |
No information available |
Alerting & Notifications
(2 Yes /2 Known /8 Possible features)
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Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events. |
Alerts can be configured based on KPIs and other business events. | |
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Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts. |
No information available | |
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In-App Alert Center Central notification hub within the product UI. |
No information available | |
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Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.). |
No information available | |
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Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed. |
No information available | |
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Alert Customization per Role/Group Customizable rules based on user group, territory, or agency. |
No information available | |
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Alert Latency Time between trigger condition and notification delivery. |
No information available | |
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Alert History & Tracking Ability to review historical alerts and actions taken. |
Alert history and tracking is generally included in Verisk analytics tools for regulatory reasons. |
Data Security & Compliance
(3 Yes /3 Known /9 Possible features)
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Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer. |
Insurance-grade data encryption in transit and at rest is required and referenced for ISO Analytics. | |
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Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls. |
Compliance certifications such as SOC2 and GDPR applicability are referenced in Verisk customer resources. | |
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Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements). |
No information available | |
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Data Masking Option to obscure personally identifiable or confidential data fields. |
No information available | |
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Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation. |
No information available | |
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Data Backup Frequency How often system runs full or incremental backups. |
No information available | |
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Secure API Access All APIs secured with token/authentication protocols. |
Verisk platforms use secure APIs; authentication for all API usage is enforced. | |
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Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents. |
No information available | |
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Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits. |
No information available |
Integration & Extensibility
(4 Yes /4 Known /9 Possible features)
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Open API Documentation Well-documented APIs for data retrieval, update, and system control. |
Comprehensive well-documented APIs are mentioned to support system integration. | |
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Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems. |
Integration with CRM, agency management, and ERP systems is advertised. | |
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Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms. |
No information available | |
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Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes. |
No information available | |
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Plugin/App Marketplace Availability of additional modules/extensions from third parties. |
No information available | |
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Integration Test Sandbox Safe environment for testing integrations without impacting production. |
No information available | |
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Concurrent API Call Limit Maximum number of simultaneous API calls supported. |
No information available | |
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Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes. |
Bulk data integration is possible via ETL and file import/export; standard in insurance analytics. | |
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Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs. |
Administrators can add or modify fields and entities to reflect client-specific data requirements. |
Ease of Use & Adoption
(2 Yes /2 Known /9 Possible features)
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Contextual Help & Tooltips Built-in inline help and explanations. |
No information available | |
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User Onboarding Tutorials Step-by-step walkthroughs for new users. |
No information available | |
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Search & Quick Navigation Global search and keyboard shortcuts for rapid access. |
No information available | |
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Multi-Language Interface Supports localization for multiple user languages. |
No information available | |
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Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.). |
No information available | |
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Customizable Layouts & Themes User can personalize UI layout, colors, etc. |
No information available | |
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Mobile App Availability Native mobile apps for iOS/Android devices. |
Mobile device web dashboards are supported; dedicated mobile apps status uncertain, but browser/mobile UI mentioned. | |
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Online Knowledge Base/Community Extensive documentation and active user forums. |
Comprehensive online documentation and support communities are referenced. | |
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Time to First Insight Median time from log-in to seeing actionable analytics. |
No information available |
Support & Vendor Services
(6 Yes /6 Known /8 Possible features)
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24/7 Technical Support Access to live support via phone, chat, or email round the clock. |
No information available | |
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Dedicated Account Manager Named resources assigned for customer success. |
Dedicated account managers provided for large enterprise clients per Verisk service collateral. | |
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Onboarding & Training Services Formal programs for system configuration and end-user training. |
Formal onboarding and training programs included for ISO platforms. | |
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Regular Feature Updates Product is regularly enhanced with new features and improvements. |
ISO Analytics regularly enhanced with new features. | |
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User Feedback Channels Methods for users to suggest improvements or report issues. |
Verisk provides feedback channels for users to suggest enhancements or report issues. | |
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Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime. |
No information available | |
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Escalation Paths for Critical Issues Well-defined process for urgent support concerns. |
Escalation processes for urgent issues are outlined for enterprise support. | |
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Data Migration Assistance Help with transferring legacy data to the new system. |
Data migration tools and professional services are explicitly offered. |
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