InsureSight Carrier Illustration Reports

Overview

The following reports are available to iPipeline Carrier Illustration customers in InsureSight.

Dashboard Features

Navigation

Use the tabs at the bottom of the screen to quickly move between different dashboards and reports

Filters

Filters can be applied to drill down into the data and better analyze specific data metrics.

Once a filter is selected, it will immediately take effect and dynamically update the report or dashboard. Also applied filters will remain in effect until the Reset button is selected.

Note: Selected filters will be applied to all dashboard until removed. Meaning filter selections from one dashboard will retain as you move to another dashboard.

Available filters include the following:

Date Range
Carrier
Distributor Channel
Product
State
Signature Method
e-Signature Status
App Type
Agent
Proposed Insured
Database Name
GAID

Interactive visuals

1. Tooltips: Hovering over data points within a visual provides additional information.

2. Right click a visual and be provided with additional options

Show as a table – This option displays the selected data as a table

3. More Options

When hovering over a visual, new options display in the top right corner.

Use the arrows to drill up and down through different hierarchy.
Export data (see below)
Show as a table (see above)
Sort by (Sort by is determined by the data displayed in the visual)

Export

The data from each visual can be exported into an excel or .csv file.

To export:

Hover over the desired visual
Click the “…” in the top right corner of the visual
Select Export data

A new screen will appear

Choose which data to import
Choose the file format
Click Export

Help Overlay

Each dashboard or report has a help overlay which provide an overview of the dashboard/report, any necessary data definitions, as well as information for exporting the data

To view a Help Overlay:

Click the question mark icon on the right side of the dashboard/report.

Below is an example of a help overlay:

Reports

High Level Overview

The High-Level Overview dashboard displays key performance indicators for our illustration software.

The dashboard displays the following data:

Total number of Illustrations
Total number of Agents running illustrations
Average Illustration per Agent
Trend of Total Illustrations over time

Counts by Week

The Counts by Week report displays the number of illustrations along with average face amount and premium by week.

Below are the fields included in this report:

Month
Week – You can expand each week to see these details at the day level.
Total number of Illustrations
Average Premium
Average Face Amount

Weekly Login Counts

The Weekly Login Counts report displays the number of illustrations and agent logins by week, by carrier and whether iGO was used or not.

Below are the fields included in this report:

Carrier
iGO Used
Month
Week – You can expand each week to see these details at the day level.
Total Number of Illustrations
Total Number of Agent Logins

New Business – Counts by Product

The New Business -Counts by Product report displays the number of illustrations, agent logins and average face amount and premium, by product for all new business

The included fields are listed below:

Product
Total Number of Illustrations
Total number of Users
Average Face Amount
Average Premium

New Business – Detail Report

The New Business – Detail Report displays details for all new business illustrations.

Details included in this report are listed below:

Client ID
Carrier
Distribution Channel
Agency
Agent Name
Proposed Insured Name
State
Product Type
Product
Illustration Run Date
iGO Used
Application Start Date
Application Lock Date
Signature Method
e-Signature Status
Application Submit Date
Producer Number
Policy Number
Agent Logon ID
Face Amount
Premium

Reproposals – Counts by Product

The Reproposals – Counts by Product report displays number of illustrations, agent logins, and average face amount and premium, by product for all reproposals.