QBI Maximizer Tutorial

We have created a live web based tutorial designed to help RVPs and near term RVPs get the most out of their QBI Projection Model subscription experience.  Attendees will learn the following:

  • How to determine the minimum number of applications that must be submitted to improve their Taken Rate.
  • How to determine the maximum number of number of NTOs they can afford and still have their Taken Rate improve.
  • How to determine the minimum number of Placed cases that are required to improve Persistency.
  • How to determine the maximum number of Lapses they can afford and still have their Persistency improve.
  • How to make decisions in real time to influence their Taken Rate, Persistency, and QBI in any given month.
  • How to determine just how many Re-instatements or NTOs re-opened are required to influence their Persistency and Taken Rate respectfully.
  • How to run what if scenarios to determine what needs to happen to get their QBI, Taken Rate and Persistency to their desired level as well as what’s required to maintain those levels.

Subscribers can attend the tutorials as often as they like.