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Homeowner Dashboard - PowerBI

Homeowner Dashboard - PowerBI

Owned by Pablo.Estrada (Unlicensed)
Last updated: Nov 13, 2023 by Tiffany Harper (Unlicensed)
1 min read

Background

The homeowner dashboard provides agents with a quick glance at customer information for both EverBright and Concert homeowners.

How to Access

Go to Power BI and under “Homeowner Dashboard” select either “EB Data” for EverBright homeowners or “Beam Data” for Concert homeowners.

If you do not have access, please use the PDF instructions linked below.

How to Search for a Homeowner

You can search for a homeowner by “Name, Phone, Email, Address, and/or Contract ID”.

ED Data results provide the Operational IRL on Engine.