Overview
Analytics in Cora Underwriting Manager comes with the following prebuilt dashboards in Microsoft Power BI.
- Avg submission handling time
- Touchless operations
- Underwriter Portfolio
- Accounts Performance
With Microsoft Power BI pro license you can create self-service analytics using the semantic model.
Cora Underwriting Manager includes some preconfigured reports and dashboards, while you can also create customized reports and analytics with the reporting database. With the reporting database you can also connect different analytic tools per your requirement.
List of available dashboards and reports in Cora Underwriting Manager
Dashboard UWM Submissions Intake Status
| Name | Type | Description |
|---|---|---|
| Number of open exceptions by exception type | Pie | Pie chart that shows the distribution of current open exceptions. |
| Current open exceptions by UWA | Vertical Bar | Bar chart that shows the distribution of current open exceptions by UW Ops. |
| Number of Submissions by Underwriter | Vertical Bar | Bar chart that shows the distribution of submissions by Underwriter within the selected date range. |
| Number of Submissions by Line of Business | Horizontal Bar | Bar chart that shows the distribution of submissions between the different lines of business within the selected date range. |
Reports
| Name | Type | Description |
|---|---|---|
| Submissions Data | Grid | View details of all the submissions that have been created within the selected date range. |
List of available dashboards and reports in the Microsoft Power BI
Submission intake Avg handling time
| Name | Type | Description |
|---|---|---|
| Avg handling time for all submissions | Number | The average handling time for all the submission that received in the selected date range. |
| Avg handling time for touchless submissions | Number | The average handling time for all the submission that received in the selected date range and their handling was automatic only. |
| Avg handling time for submissions with exceptions | Number | The average handling time for all the submission that received in the selected date range and their handling involved manual intervention due to exception. |
| Avg time to complete exception tasks | Multi Bar | Average time to handle each exception type per month. |
Dashboard UWM Touchless Operations
| Name | Type | Description |
|---|---|---|
| Avg percentage of manual work | % | Percentage of all the Submissions which had an exception along the way and required manual intervention. |
| Fully automated vs manual interventions | Donut Chart | Number of Submissions which required manual intervention vs the number of Submissions which were fully automated. |
| Submissions Exceptions | Multi Bar | Submissions Exceptions per month by exceptions type. |
Microsoft Power BI Dashboard example
Dashboard Underwriter Portfolio
| Name | Type | Description |
|---|---|---|
| Yearly Target | Number | Shows the yearly target of the selected UW. |
| Actual Revenue | Number | Shows the actual revenue of the selected UW. |
| Percentage | % | The percentage of meeting the targets. |
| Yearly Performance by Q | Table | Table that shows the following for the selected UW:
|
| Plan vs Actual Revenue | Multi Bar | Planned vs Actual revenue per each Q in the selected year (of all underwriters together). |
Dashboard Accounts Performance
| Name | Type | Description |
|---|---|---|
| Bottom 3 active account performance (YTD) by Loss Ratio | Table | A table that shows the following:
Sorted by the Loss Ratio – to show the 3 accounts which their loss ration were the highest. There is an option to drill to the claims which account was made. |
| Top 3 Broker Firms Performance (YTD) by Revenue | Table | A table that shows the following:
Sorted by Total Revenue to show the 3 brokers who had the highest revenue. There is an option to drill to the policies revenue of each broker. |
