Learn how to prioritize the customer profitability process and implement standard controls with this customer profitability review policy.

According to this policy, the customer profitability report (CPR) is created to help the marketing department monitor traditional mortality risk and specialty business results (profit margin) at the treaty level and ultimately make better business decisions to support profitability goals. This policy has been created to strengthen and communicate the controls governing the customer profitability review process. The purpose of this policy is to provide guidance to the marketing department on how to prioritize the customer profitability review process.