Agency Experience Dashboard

This dashboard shows policy and claim information, in addition to time series charts that compare the current year with previous years. The following information is provided year to date (YTD) and broken down by Line of Business:

  • Policy Counts (Inforce, New, Canceled)
  • Written Premium (New, Renewal, Canceled), which can be restricted using permissions
  • Earned Premium which can be restricted using permissions
  • Written Premium (New, Renewal, Canceled)
  • Losses Paid
  • LAE Paid
  • Losses Incurred
  • Total LAE Incurred
  • Claims
  • Loss Ratio
  • Beginning Loss Reserves (As of December 31 of previous year)
  • Ending (As of month end)

The dashboard displays the same information as the Agency Experience PDF reports and the same settings are supported (including historical claims, loss ratio method, etc.). Agents from a given agency are able to see all information (claims and policies) associated with their agency and corresponding information.

Access the Agency Experience Dashboard

  1. Log in as an agent or agency contact (depending upon your site configuration)

    Note: Staff with an Administrator role can impersonate a contact, such as an agent or agency contact, in the Provider Provider Administrator portal.

  2. Within the Agent portal, navigate to Reports > Dashboards. The Agency Experience dashboard will show by default.

    Note: This dashboard does not support Agency Group contacts. This feature will be added in the future.

Use the Agency Experience Dashboard

    1. To switch dates, click the input box. A date picker will be displayed and any month in the past can be selected.
    2. The data displayed depends on the value for the policy-go-to advanced setting:
      • If an agent is attached to a policy, then that agent will be able to see the information for all the policies associated to the agency (not just data about that agent).
      • If an agency is attached to a policy, they will only be able to see information from its policies.

Note: This dashboard only displays information for past months. Support for showing information for the current month will come in the future.