InsureSight Carrier Policy HS Reports

28 views June 6, 2019 June 17, 2019 0

Overview

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

All of the Policy HS 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 PolicyHS as the product

3. Select a dashboard.

4. Click See My Data.

 

Reports
Activity by Carrier

The Activity by Carrier report displays a summary of activity by carrier and distribution channel. The top row displays the total across all carriers.

This reports includes the following data metrics:

  • Carrier
  • Distribution Channel
  • Total number of applications started
  • Total number of applications submitted
  • Total number of wizards complete
  • Total number of wizards not complete
  • Total number of ID check Starts
  • Total number of ID Check Fails

 

Request Form Type Report

The Request Form Type report displays details for each request form type. Top row displays the total number of started and submitted applications, wizards completed and not completed, and ID check stars and fails for all request form types.

This report includes the following data metrics:

  • Request Form Types
  • Total number of applications submitted
  • Total number of applications submitted
  • Total number of wizards complete
  • Total number of Wizards not complete
  • Total number of ID check starts
  • Total number of ID check fails

 

Submission Report

The Submission report displays all submission details for Policy Holder Services products.

The reports includes the following data metrics:

  • Carrier
  • Distribution Channel
  • Product Type
  • Policy Number
  • Application Start Date
  • Proposed Insured Name
  • Application Submit Date
  • Owner Name
  • Request Form Type
  • ID Check Start
  • ID Check Fail
  • Submission Name
  • Submission Status
  • Transmission Status
  • Transmission Reference GUID

 

Standard Detail Report

The Standard Detail Report displays details, per client ID, for all Policy Holder Services products, including policy number, proposed Insured, owner, and request form type.

The reports includes the following data metrics:

  • Client ID
  • Distribution Channel
  • Policy Number
  • Proposed Insured Name
  • Owner Name
  • State
  • Product Type
  • Request Form Type
  • Application Start Date
  • Application Lock Date
  • Signature Method
  • e-Signature Status
  • e-Signature Start Date
  • e-Signature Complete Date
  • Application Submit Date
  • Wizard Completed
  • ID Check Start
  • ID Check Fail
  • Submission Status
  • Transmission Status

 

Last Screen Visited Report

The Last Screen Visited Report displays the last screen visit and request form type, along with the number of applications started, but not submitted. The top row of this report displays the total number of applications that were started, but no submitted for all screens.

The reports includes the following data metrics:

  • Last Screen Visited
  • Request Form type
  • Total number of applications started but not submitted

 

 

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
  • Request Form Type
  • 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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