CEO Dashboard

Location: Reports → Dashboards → CEO (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

The CEO dashboard gives an executive view of profitability, retention, current events, and agency profile. It has four tabs: Profitability, Retention, Current Events, and Agency Profile. On every chart, filtering, sorting, export to CSV or Excel, and expand to full screen are available, see Chart options (all dashboards) in the main doc.

Why it matters for you: Answer the board's questions on profitability, retention, and agency performance without waiting for reports. See what's working and where to act, from loss ratio by line and geography to the last 30 days of quotes, issues, and cancellations, so strategy is grounded in current data.

Profitability tab

Why this tab helps: Know which lines and geographies make money and where loss ratios are off target. Use year-over-year and target comparisons to decide where to push underwriting, pricing, or distribution, and to tell a clear profitability story to the board.

The Profitability tab focuses on loss ratios, year-over-year comparison, and profitability by policy type, geography, and agency.

Controls

• Start Date / End Date: Define the date range for all charts and tables (e.g. 02/01/2024 to 01/31/2025).
• Target Ratio: Target loss ratio used as a benchmark (e.g. 48%).
• Line of Business: Filter by line (e.g. "All" or a specific line).
• Policy Type: Filter by policy type (e.g. "All" or a specific type).
• Stat: Additional stat filter (dropdown).

Toolbar: undo, redo, settings (gear), and optional save/restore of dashboard settings (e.g. "Save Settings", "Restore Settings rjf", "Overwrite Settings rjf").

Key performance indicators (KPIs)

1. Direct Loss Ratio Year-Over-Year Comparison
   • 2025 and 2024 loss ratio percentages.
   • Change: Percentage change between years (e.g. -1,306.2% indicates a large decrease from 2024 to 2025).
   • Why it matters (CEO): Tells the board whether underwriting and pricing are improving or deteriorating at a glance, so you can own the narrative on profitability.
2. Year-to-Date Loss Ratio
   • Loss Ratio: Current YTD loss ratio.
   • Change: Percentage change (e.g. -46.5%).
   • Target Ratio: Benchmark (e.g. 48.0%).
   • Why it matters (CEO): Your one-number answer to "How are we performing against target?" for investor and board discussions.

Charts and tables

1. Direct Loss Ratio by Policy Type
   Bar chart comparing loss ratio for 2024 (dark blue) and 2025 (light blue) by policy type (e.g. Personal Auto, Mobile Homeowners, Homeowners Form 2/4, Commercial General Liability, Businessowners). A horizontal dashed line shows the Target (e.g. 48%). Supports comparison across years and against target.
   Why it matters (CEO): Shows which products are on target and which need underwriting or pricing action, so you can direct strategy and explain to the board where you're leaning in or pulling back.

2. Loss Ratio by Area
   Map of the selected territory (e.g. Northeast US) with regions shaded by loss ratio. Legend: 0% (green) to 200% (red). Zoom in/out controls. Use to see geographic concentration of loss ratio.
   Why it matters (CEO): Surfaces geographic hotspots so you can justify territory, distribution, or cat strategy and answer "Where are we losing money?" in one view.

3. Agency Profitability
   Table: Agency Name | Loss Paid | Loss Incurred. One row per agency plus a Total row. Scrollable if many agencies.
   Why it matters (CEO): Lets you see which agencies drive loss vs. premium, so partner conversations and incentive design are data-driven.

4. Loss Ratio by County
   Table: County | Premium. One row per county; scrollable. "null" may appear for records with no county.
   Why it matters (CEO): County-level view supports territory and distribution decisions and backs up "where we're winning" in board or regional reviews.

5. Loss Ratio by Zip Code
   Table: Zip Code | Premium. One row per zip; scrollable. "null" may appear for records with no zip.
   Why it matters (CEO): Finer geography for pricing, underwriting, or marketing focus when county isn't enough.

Retention tab

Why this tab helps: See whether you're keeping and growing the right business, by line, county, and agency. Retention and issued rates by geography help you spot strong or weak markets and align incentives and underwriting with where the book is actually moving.

The Retention tab focuses on in-force policy changes over a date range: retention rate, in-force change rate, counts by change type, and geography. It answers how many policies were retained, issued, canceled, or reinstated and how that varies by line of business and county.

Controls

• Start Date / End Date: Date range for the analysis (e.g. 02/01/2024 to 01/31/2025).
• % Retention Target: Target retention percentage used as a benchmark (e.g. 80).
• Line of Business: Filter by line (e.g. "All" or a specific line).
• Policy Type: Filter by policy type (e.g. "All" or a specific type).

Note: This analysis is recompiled in real time and may take a moment.

Section title

Inforce Policies Changes Between [Start Date] and [End Date] to summary and detail for the selected range.

Key performance indicators (KPIs)

1. Retention Rate
   Donut/gauge (0% to 100%). Shows current retention rate (e.g. 0% in red when no retention in the range).
   Why it matters (CEO): One number that answers "Are we keeping the book?", critical for board and investor messaging on growth and stability.

2. Inforce Change Rate
   Donut/gauge (0% to 100%). Shows in-force change rate; may show "N/A" when there is no data.
   Why it matters (CEO): Net effect of issues, cancellations, and reinstatements, so you can speak to whether the book is growing or shrinking.

3. Summary table by Line of Business
   Columns: Line of Business | Attrition Rate | Retention Rate | Issued Rate | Inforce Change | Inforce. One row per line; shows rates and counts (e.g. Auto Business, Commercial Businessowners, Commercial General Liability, Personal Homeowners, Personal Mobile Homeowners).
   Why it matters (CEO): Shows which lines are retaining and which are churning, so you can align strategy and resources with where the book is actually moving.

Charts and maps

1. Count of Policy Changes for All Line(s) of Business
   Horizontal bar chart. Categories: Begin Inforce, Range Canceled, Range Issued, Range Retained, Range Reinstated, End Inforce. Legend: End Inforce (green), Increase (brown), Decrease (red). Shows counts per change type.
   Why it matters (CEO): Tells the story of how the book changed in the period, issued, canceled, retained, so you can explain growth or attrition in plain terms.

2. Retention Rate by County for All Line(s) of Business
   Map of the region with counties shaded by retention rate. Legend: 0% (red) to 100% (green). Zoom in/out. Selecting a county filters the detail table below.
   Why it matters (CEO): Highlights strong vs. weak retention by geography, so territory and distribution decisions are grounded in where you keep business.

3. Issued Rate by County for All Line(s) of Business
   Same geography, counties shaded by issued rate. Legend: 0% (red) to 100% (green). Zoom in/out. Selecting a county filters the detail table below.
   Export columns: State | County | Issued Rate (CUSTOM). One row per state/county; Issued Rate may be blank.
   Why it matters (CEO): Shows where new business is coming from by geography, so you can invest in winning markets and fix weak ones.

4. Detail data table (scrollable)
   Instruction above table: "Select any county in the map visuals to filter this table."
   Columns: Stat | County | Agency Name | Policy Number | Begin Inforce | Begin Inforce Premium | Range Canceled | Range Canceled Premium | Range Issued | Range Issued Premium | Range Retained | Range Reinstated | Range Retained Premium | End Inforce | Change Premium.
   One row per policy/stat combination; many rows may have "null" for County. Horizontal and vertical scroll. Bottom row is an aggregate/total.
   Why it matters (CEO): Drill-down proof for any retention or issuance story, so you can back up board or regulator questions with specific policies and agencies.

5. Inforce Change by County for All Line(s) of Business
   Horizontal bar chart: county (e.g. Gardner) vs in-force change count.
   Why it matters (CEO): Puts a face on in-force change by geography, so you can see which counties are growing or shrinking the book.

6. Premium Change by All Line(s) of Business
   Horizontal bar chart: premium change by line of business.
   Why it matters (CEO): Shows which lines are adding or losing premium, so you can tie retention and issuance to revenue impact.

Current Events tab

Why this tab helps: React to the last 30 days instead of last quarter. See quote volume vs issuance, in-force premium changes, and issued/canceled/reinstated counts and premiums so you can spot momentum, fix conversion, or address cancellations before they become a trend.

The Current Events tab focuses on recent activity over the past 30 days: quotes vs issued policies, quote-to-issue ratio, change in in-force premium, and counts and premiums for issued, canceled, and reinstated policies.

Controls

• Line of Business: Filter by line (e.g. "All" or a specific line).
• Policy Type: Filter by policy type (e.g. "All" or a specific type).
• State: Filter by state (e.g. "All" or a specific state).

The dashboard may show notifications when exporting (e.g. "Working on your CSV file" / "Your CSV is ready").

Charts

1. 30-Day Policies Quoted vs Issued
   Horizontal bar chart by line of business. Compares Month Quotes (dark green) and Month Issued (brown/orange). Lines can include Personal Homeowners, Auto Business, Agricultural Farm, Commercial Businessowners, Commercial General Liability, Commercial Property, Personal Dwelling, Personal Mobile Homeowners. Use to see quote volume vs issuance by line.
   Why it matters (CEO): Surfaces conversion by line so you can fix funnel leaks before they show up in quarterly results, and show the board you're on top of pipeline.

2. Quote to Issue Ratio
   Half-circle gauge (0% to 100%) showing the overall quote-to-issue ratio. An Agency Name filter below the gauge (e.g. "All", "Agency Services (0002-000-0000)", "Test Agency") can narrow the ratio to a single agency.
   Why it matters (CEO): One number for "Are we converting quotes?", by agency when needed, so you can hold distribution and underwriting accountable.

3. 30-Day Change in Inforce Premium
   Vertical bar chart by line of business. Shows dollar change in in-force premium over the last 30 days: green bars for increases (e.g. Personal Homeowners +$6.85K), red bars for decreases (e.g. Auto Business -$62.72K). Other lines may show $0.00 when there is no change.
   Why it matters (CEO): Recent premium momentum by line, so you can act on what's growing or shrinking instead of waiting for quarter-end.

4. 30-Day Policies Issued, Canceled, and Reinstated
   Vertical bar chart with four bars: Month Issued, Month Canceled, Month Reinstated, and Change. Legend: Change (green), Increase (brown). Shows count of policies issued, canceled, and reinstated in the period and the net change.
   Why it matters (CEO): Tells the 30-day story of book movement, so you can address cancellations or celebrate issuance while it's current.

5. 30-Day Premiums Issued, Canceled, and Reinstated
   Vertical bar chart with the same structure: Month Issued, Month Canceled, Month Reinstated, and Change (in dollars). Legend: Change (green), Increase (brown). Shows premium volume issued, canceled, and reinstated and the net premium change.
   Why it matters (CEO): Puts dollar impact on the same 30-day story, so revenue impact is clear for board or leadership updates.

Agency Profile tab

Why this tab helps: Evaluate agencies on what matters: premium change, retention, cancellations, and new losses. Use this view to have data-backed conversations with partners, align incentives, and spot top performers or agencies that need support before results show up in year-end reports.

The Agency Profile tab gives an agency-focused view of recent activity: change in in-force premium by line, 30-day policies and premiums issued/canceled/reinstated, policies issued in the past 30 days, policies pending cancellation, canceled/reinstated in the past 30 days, and 30-day new losses incurred. Filters let you narrow by agency, line, policy type, and state.

Controls

• Target Ratio: Benchmark value (e.g. 48).
• Agency Name: Filter by agency (e.g. "All" or a specific agency).
• Line of Business: Filter by line (e.g. "All" or a specific line).
• Policy Type: Filter by policy type (e.g. "All" or a specific type).
• State: Filter by state (e.g. "All" or a specific state).

The dashboard may show a notification when a CSV export is ready.

Charts and tables

1. Change in-force premium by line (top row)

   • Personal Dwelling and Personal Mobile Homeowners: Horizontal bar or progress-style charts (e.g. 0 to 15 scale). May show no data.
   • Auto Business: Bar chart titled Change Inforce Premium (Custom). One bar (e.g. green for -$62.72K) on a scale from about -$60K to $20K. Shows net change in in-force premium for the selected period.
     Why it matters (CEO): Agency-level premium change by line, so partner and incentive conversations are backed by who's growing or shrinking the book.

2. 30-Day Policies Issued, Canceled, and Reinstated
   Vertical bar chart: Month Issued, Month Canceled, Month Reinstated, Change. Legend: Change (green), Increase (brown). Same structure as on the Current Events tab; values reflect the selected agency/filters.
   Why it matters (CEO): Same 30-day story, scoped to one agency, so you can praise or coach with data.

3. 30-Day Premiums Issued, Canceled, and Reinstated
   Vertical bar chart: Month Issued, Month Canceled, Month Reinstated, Change (in dollars). Legend: Change (green), Increase (brown). Same structure as Current Events; values reflect the selected agency/filters.
   Why it matters (CEO): Dollar impact for that agency, so you can tie incentives or expectations to real premium movement.

4. Policies Canceled / Reinstated Past 30-Days
   Visual (e.g. chart or list) of policies canceled or reinstated in the last 30 days. May display "No data. There was no data found for the visual." when empty.
   Why it matters (CEO): Lets you see exactly which policies left or came back, so you can address root causes (price, service, non-pay) with the agency.

5. Policies Pending Cancellation
   Visual or table of policies with pending cancellation. May display "No data" when there are none.
   Why it matters (CEO): Early signal of at-risk premium, so you can intervene before cancellations hit the books.

6. Policies Issued Past 30-Days
   Table columns: Policy Type | Policy Number | Policy Link | Insured Name. One row per recently issued policy; Policy Link opens the policy. Scrollable.
   Why it matters (CEO): Proof of what this agency is writing, for producer recognition or carrier reporting.

7. 30-Day New Losses Incurred
   Table columns: Policy Type | Claim Number | Claim Link | Policy Number | Policy Link | Policy Status | Month Loss Incurred (or similar). One row per new loss in the period; Claim Link and Policy Link open the claim and policy. Scrollable.
   Why it matters (CEO): New loss activity by agency, so you can spot emerging loss trends and have informed conversations with underwriting and claims.