Insurance Claims and Policy Analytics Dashboards (Managed Package)
Insurance Claims and Policy Analytics dashboards give you actionable insights to effectively manage your claims, quotes, and policies.
Required Editions
| Available for an additional cost in: Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed |
You can access the Insurance Claims and Policy Analytics app and its dashboards through CRM Analytics Studio.
Claims Handler Dashboard
The Claims Handler dashboard gives you actionable insights on open claims and tasks to efficiently manage your workload. The dashboard answers these questions:
- How many open tasks are overdue or due tomorrow?
- Do I have any regulatory tasks open?
- Do any open tasks related to high-severity claims exist?
- What are the high-priority tasks to focus on today?
- How many claims are open for more than the average claim settling time?
- Which are the high-severity open claims?
- What’s the distribution of claims by loss type?
Claims Team Leader Dashboard
The Claims Team Leader dashboard tracks your team’s performance and ensures that the team members comply with the SLAs. With insights into key metrics, you can forecast your staffing better. The dashboard answers these questions:
- How’s my team performing based on the key metrics for claims and tasks?
- What’s the distribution of claims by status?
Producer Dashboard
The Producer dashboard identifies tasks, quotes, and policies that need your attention. The dashboard answers these questions:
- How many open tasks are overdue or due tomorrow?
- Are any high-priority tasks open?
- How many quotes and policy-related tasks are open?
- How many quotes are open? And for how long are they open?
- What’s the estimated commission on a quote?
- Which policies are up for renewal in the next 30 or 60 days?
- Which policies have high gross written premium?
Producer Performance Dashboard
The Producer Performance dashboard gives insights into your performance based on key metrics for quotes and policies. The dashboard answers these questions:
- What are the key metrics for my Book of Business?
- How am I doing based on the key metrics?
- How much did I earn in commissions?
Claims Performance Dashboard
The Claims Performance dashboard gives you insights to understand your claims data better and improve the service quality. The dashboard answers these questions:
- How’s my business performing based on key metrics, such as claims over time, closed claims, closure rate, settlement ratio, and average time to settle a claim?
- What’s the trend of new claims and claims pending from a previous period?
- What’s the trend of the closure rate for claims?
- What’s the distribution of the total claims by line of business, state, and loss type?
Financial Performance Dashboard
The Financial Performance dashboard gives you actionable insights into your financial performance. With the dashboard visualizations, you can effectively manage expenses and reserves, devise strategies to reduce your operations costs, and write policies that increase your revenue. The dashboard answers these questions:
- What’s the distribution of the total expense paid, the expense reserves, and the loss reserves by line of business, states, and loss types?
- What’s the distribution of the total amount paid and the total loss amount by claim type, states, and loss types?
- How’s the loss ratio based on the line of business, product, states, and loss type?
- How’s my financial performance when compared to a previous period?
Producer Team Performance Dashboard
The Producer Team Performance dashboard gives you insights to effectively manage your team and balance the team’s workload. Monitor your team’s performance based on key metrics for tasks, quotes, and policies. The dashboard charts answer these questions:
- How’s my team performing based on key metrics for policies, quotes, and tasks?
- What’s the distribution of open tasks by due date, task type, and quotes and policies?
- What’s the distribution of open quotes by open duration and quoted commission?
- How many policies are up for renewal in the next 30 or 60 days?
- What’s my team’s average number of open tasks, open quotes, and policies up for renewal?
- How many quotes are open? And for how long are they open?
- What’s the estimated commission on a quote?
Producer Team Performance Historical Dashboard
The Producer Team Performance Historical dashboard monitors your team's historical performance and coaches your team members to improve their performance. The dashboard charts answer these questions:
- How’s my team performing based on key metrics like GWP, policies, earned commissions, quote conversion rate, and renewal rate?
- How’s my team performing when compared to a previous period?
Sales Performance Dashboard
The Sales Performance dashboard provides actionable insights to identify products with high commissions, high GWP, high renewal rate, and new business. You can also use the dashboard to monitor an agent’s sales performance based on key metrics. The dashboard charts answer these questions:
- How are my team’s sales based on key metrics for quotes, policies, and commissions?
- What are the top-selling products?
- Which products can give high commissions?
- Which products have policies with high GWP?
- Which products have a high policy-renewal rate?
- Which products have policies from new businesses?
Book of Business Dashboard
The Book of Business dashboard contains the visualizations to quickly analyze your book of business. The dashboard charts answer these questions:
- What's our performance on insurance-industry KPIs?
- What's our sales distribution over policy types and geography?
Distributor Book of Business Dashboard
The Distributor Book of Business dashboard analyzes the book of business for each of your distributors and the whitespace for distributors and customers. The dashboard charts answer these questions:
- How do my distributors perform based on insurance-industry KPIs?
- Who are my top-performing distributors?
- What's the breakdown of the types of policies sold by each of my distributors?
- What are the cross-sell opportunities for my distributors?
Distributor Sales Performance Dashboard
The Distributor Sales Performance dashboard analyzes the sales performance based on multiple KPIs. The dashboard charts answer these questions:
- How do my distributors perform on sales and renewals based on policy type?
- How do my distributors perform on claims and loss ratio based on policy type?
- What's the number of activities completed for the distributor?
- What's the breakdown of the policy types sold by my distributors to each of the customers?
- What are the reasons for policy cancellations?
Key Distributors Dashboard
The Key Distributors dashboard provides a quick view of the leaderboard of distributors based on multiple KPIs. The dashboard charts answer these questions:
- Who are my top-performing distributors based on GWP, policy count, loss ratio, or GWP growth?
- How does each of my distributors perform based on insurance-industry KPIs?
