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Book analysis

Reading a book of business: households, product mix, value, and what to clean up first.

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Three colleagues reviewing client files at a laptop on an office table
Book analysis

How to analyze an insurance book of business, step by step

How to analyze an insurance book of business for cross-sell and churn: has-X-not-Y filters, households, month-over-month policy checks and Med Supp timing.

· 11 min read

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