⚠️ Beta: Policy Analytics shows a beta banner. Treat these dashboards as directional management reporting, not compliance or regulatory reporting.
Policy Analytics turns the Book of Business into dashboards. The same filter bar and More Filters scope every tab to a date range, status, product line, product type, carrier, agent, agency, and other dimensions.
Tabs
Overview: how many policies exist, how many are active, pending, or inactive, and how policies break down by status, product line, product type, carrier, premium mode, payment type, submitted date, and state.
Accretion: how policies flow from written to active over time, including Total Policies, Ever Accepted, Currently Active, No Longer Active, Accretion, Retention, Churn, and a Sankey flow.
Pipeline: where policies sit right now by status, carrier, and carrier/status mix, plus effective-date and submitted-date trends.
Calls & Compliance: how policy outcomes tie to calls, successful-call rate, average talk time, compliance score distribution, compliance by month, and call queue performance.
Revenue: premiums, payout amounts, paid policies, average payout per policy, net commission, chargebacks, and commissions by participant.
Hierarchy: an expandable org tree with policy counts by pipeline status for people or branches.
Data Health: overall data health score, policy-status source, commission freshness, per-carrier freshness, and action tips.
Breakdowns: custom sortable and exportable tables by Agency, Carrier, Call Queue, Participant, Tag, Product line, or Product type, with Status, Calls, Compliance, or Premium views.