e123 Reporting
e123 can pipe data to your existing BI systems, and provides strong built-in reporting capabilities that enable drill down to policies, commissions, payments, agents, and more to provide a complete solution.
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Many built-in reports, including a variety of persistency options
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Powerful query capabilities, no SQL required!
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Limitless field selection & customizations, including all visible labels
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Easily integrates to existing BI and Reporting systems
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Powerful report summarization
Limitless report customizations
Pull the appropriate member or sales data you're seeking. Drill down to specific agencies, agents, members or even policies and payments.
Easily integrates
Pipe data from e123 to your BI system of choice! e123's clean data makes other systems even more impactful.
Built in reports
Many standard reports enable you to manage your business effectively.
Rich Features Supporting Every Module
e123 reporting features are a part of every e123 module, providing flexibility and power.
Everything We Do
"We manage everything we do with e123, from cost accounting and invoices to customer relationship management technology, We’ve been able to operate in a fully automated fashion, we’ve simplified our processes and eliminated mistakes."
Jon KarlinChief Executive Officer | NEO Insurance Solutions
One System
"e123 gives us a common system for all our employees and clients."
Lauren Becerra-GongoraVice President Operations | GlobalBenefit Administration Services
Instrumental
"E123 was instrumental in keeping us alive in 2020... Every customer support call was answered, every payment was collected, and every commission was paid. And it's all because we switched to E123 and were able to make our team home based using a cloud-based system."
Lisa DavisCEO | SAS
Find a fit with your organization
There's no better way than a discussion
Let's talk about how e123 can help you achieve your goals.