InsureSight Carrier Illustration Reports

29 views June 6, 2019 June 17, 2019 0

Overview

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

All of the Illustrations reports below can be exported, saved or shared. Email notifications can also be set up to send these reports to you daily, weekly or monthly.

 

Accessing InsureSight iGo Reports

1. Login at https://insuresight.ipipeline.com/LogOn

2. Select Illustrations as the product

3. Select a dashboard.

4. Click See My Data.

 

Reports
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 data metrics 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

Drag and drop any column on this report and/or sort them to create a report tailored to your needs.

 

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 data metrics 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

Drag and drop any column on this report and/or sort them to create a report tailored to your needs.

 

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 data metrics are listed below:

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

Drag and drop any column on this report and/or sort them to create a report tailored to your needs.

 

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

Drag and drop any column on this report and/or sort them to create a report tailored to your needs.

 

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.

The included data metrics are listed below:

  • Product
  • Total Number of Illustrations
  • Average Face Amount
  • Average Premium

 

Reproposals – detailed report

The Reproposal- Detail Report displays details for all reproposal 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

Drag and drop any column on this report and/or sort them to create a report tailored to your needs.

 

Filters

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

Once a filter is selected, the Apply button must be clicked for filters to be applied. Also applied filters will remain in affect until the Reset button is selected.

Note: Selected filters will be applied to all dashboard until removed. 

Available filters include the following:

  • Date Range
  • Distributor Channel
  • Carrier
  • Agency
  • Product
  • Illustration used
  • State
  • Environment

 

 

This content is restricted to registered users. iPipeline customers can login or register below. Please allow up to 24 hours for your account to be approved.

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