Standard Reports

Resonant offers a suite of standard reports, provided out-of-the-box. Listed below is a small sample of insights that are available:

Pipeline by Product: A bar chart showing the number of open cases in the pipeline, grouped by how long they have been in the pipeline. Each bar is further subdivided by product type.

Pipeline by Status: A bar chart showing the number of open cases in the pipeline, grouped by how long they have been in the pipeline. Each bar is further subdivided by case status.

Case Cycle Times: Case-level cycle times for all products and per product. The Case Cycle Time report includes a menu to select desired time period, including Current Quarter, Prior Quarter, and Year to Date.

Requirement Cycle Time Summary: Bar chart showing top 20 longest cycle time requirements. For each requirement, two values are shown – the time from Added to Received and the time from Added to Completed.

Underwriter Decisions: A bar chart showing the percentile distribution of decision types for each underwriter over the specified time period. Note: “Underwriter” is the user who submitted the decision, who is typically, but not necessarily, the assigned underwriter.

User Productivity: A variety of user productivity reports show overall user productivity by role, the detailed productivity of individual users, and the effectiveness of alternate process designs.

Requirement Compliance: Two bar charts showing the percentage of cases each type of guideline-required requirement is manually waived and each type of requirement is manually added.

Requirement Ordering: A bar chart showing the average number of days after the case entered underwriting each requirement type was added.

Placement Ratios: A table showing the final decision distribution for all submitted applications. Two versions of this report are available: the first breaks by face amount band and the second by product type.

Decision Reasons: A table showing the statistics of all defined reasons for all final decisions. Both overall totals and product specific breakdowns are provided.

Demographics: A table showing the demographics of the insurance for the insured. It is further broken down by product and by gender. This report is particularly important for early detection of misalignment between product mortality assumptions and the actual demographics of policies being sold.