Illustrations Reporting for Carriers

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 Product
Reproposals – Detailed Report

Filtering

The same filtering is available on all Illustrations reports for easy analysis, including Date, Agency, Distribution Channel, Product, and State. Note: You can now search by a specific Client ID on the Detailed Reports.

New High Level Overview Dashboard

A new High Level Overview dashboard is now available, visually displaying your total Illustrations, agents, and average number of Illustrations run per agent. A trend line displays your Illustrations over time and you can drill up or down to see your trend by month, day, quarter, or year.

Data Factory Powered by Snowflake | Self-Service Reporting

With this upgrade, your iGO, Illustrations, and PHS data is now available via our Data Factory Powered by Snowflake. This offering allows you to access and query real-time Illustrations data – not just the 150 standard fields, but thousands of fields that are part of your application. Data delivery via Snowflake means that datasets are updated consistently and automatically – enabling current and historical snapshots of data for powerful reporting and analytics that can help you gain visibility into your lines of business, compliance/audit reporting, self-serve key performance indicators, integrate data into your own CRM, and combine with your other data sets for a 360 view of your business. Note: This service is subscription-based.

AiPEX '26

Illustrations Reporting for Carriers

ILLUSTRATIONS REPORTS

Subscription Information

NEW ENHANCEMENTS

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