Heather Clawson

Personalized Data Sets, In Real-Time – Powered by Snowflake The InsureSight Data Factory allows customers to self-serve their own data, in real-time, using their own BI and Reporting tools. This service is powered by Snowflake – a fully-managed data platform that delivers performance, scale, elasticity, and concurrency. This service is […]

NEW DASHBOARDS See What’s Brand New This Release   iGO Dashboards and Reports With this InsureSight upgrade, all the same iGO reporting is available and updated daily (4 AM). This includes the following dashboards and reports: High Level Overview Application Lock Details Cases Started But Not Locked Submitted Cases Standard Detail […]

NEW DASHBOARDS See What’s Brand New This Release   iGO Dashboards and Reports With this InsureSight upgrade, all the same iGO reporting is available and updated daily (4 AM). This includes the following dashboards and reports: High Level Overview Cases Started But Not Locked Submitted Cases Standard Detail Report* Agent Report** […]

ILLUSTRATIONS REPORTS We’re Still Serving Up The Same Great Insights   Illustrations Reports All the same Illustrations reporting is available and updated daily (4 AM). This includes the following reports: Counts by Week Weekly Login Counts New Business – Counts by Product New Business – Details Report Reproposals – Counts by […]

Overview The following dashboards allow you to Evaluate your completed deliveries to see what factors led to success Improve the delivery of policies by analyzing declined policies by status, agency, agent and product for follow up actions Filters Filtering the Dashboard  Choose the Filter icon in the top right of […]

Wallet Share Module This module allows you to Identify growth opportunities by targeting the best performing agencies and agents that will help you achieve success Compare your performance (cycle time, placement ratio) vs other carriers in our customer benchmark Measure the impact of a new product launch or marketing campaign […]

Agencies Using InsureSight Are Seeing the Impact! Hear how agencies using InsureSight Case Analytics are seeing significant improvements with their operations, cycle times, and placement ratios with our one minute customer testimonials.   Brigitte Flannery – Agency One Dan Stanley – Lion Street Mac Chrystal – Gen3 Advisor Group  

Filters Filtering the Dashboard  Choose the Filter icon in the top right of any dashboard to narrow down by various criteria such as product type, health class, agent, organization, and hierarchy. *Note: The filters can be different from one dashboard to the next and depend on the purpose of the […]

Filter Filtering the Dashboard  Choose the Filter icon in the top right of any dashboard to narrow down by various criteria such as product, face amount, underwriting risk class, age, etc… *Note: The filters can be different from one dashboard to the next and depend on the purpose of the […]

Filters Filtering the Dashboard  Choose the Filter icon in the top right of any dashboard to narrow down the results by various criteria such as fund type, product, advisor, etc… *Note: The filters can be different from one dashboard to the next and depend on the purpose of the dashboards. […]