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QLIKVIEW AGENT PORTAL DASHBOARD

Dolores Skarjune and Julie Stewart

OverviewOverview

What is the QlikView Agent Portal Dashboard? How can the Agent Portal Dashboard help your

Branch? What does the Dashboard tell us? Who can view the Dashboard? How do you access the Dashboard? How often is the Dashboard updated? Current limitations Future enhancements FAQs

The Agent Portal Dashboard

The Agent Portal Dashboard is a tool to help your Branch manage your Portal activity.

Provides monitoringMeasures Branch versus Company

expectationsIdentifies areas of opportunityProvides reporting and statistics

What’s In It For You?

Monitors daily sales activity Shows production ‘at a glance’ Highlights quality concerns Identifies additional training

opportunities Incomplete applications Trial Applications Cancel Reasons

The Agent Portal DashboardSummary Tab

What Does the Dashboard Tell Us?

Health vs. Life / PD vs. NPD

By Policy Count Submitted Premium Approved Premium Modal Premium

What Does the Dashboard Tell Us?

What Does the Dashboard Tell Us?

The Portal Statistics Tab will list your Branch totals by each approval category:

• % App Approved

• % Individually Approved

• % Approved Select All

• % Auto Approved

• % Canceled

• % Pending Review

The Portal Statistics Tab will also show your Login Threshold.

What Does the Dashboard Tell Us?

The Applications Tab will list your Branch Totals by:

• Number of Applications

• Average Days To Approve

• % Change to Trial App

• % Updated Bank Information

• Total Premium Submitted

• Total Premium Pending

• Total Premium Approved

• Total Premium Cancelled

What Does the Dashboard Tell Us?Portal Activity Detail is available for information at the policy level. This will list the Writing Agent and their Hire Date and DCN. It will also list the Insured Name and Upload Date / Approval Date.

Who is Reviewing/Approving Your Applications?

DCN and Portal Approvals:

Quality and Portal Approvals

Who Can View the Dashboard?

All Branch Managers, Home Office Executives, and Sales Administration personnel can access the QlikView Agent

Portal Dashboard.

How Do You Access the Dashboard?On your QlikView AccessPoint there will be a thumbnail available. Double click on the thumbnail and you are in.

How Often is the Dashboard Updated?

The QlikView Agent Portal Dashboard is updated daily and will be refreshed by 7AM each morning.

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Upcoming Enhancements

Agent Portal - Phase II SAM Messages will be handled through the

Portal SAM Messages will be reformatted as

notifications SAM Messages will be divided between

actionable vs. informational Example of an Informational Message

Number of issued policies Example of an Actionable Message

Oral Swab Needed Policy with Returned Draft

Example of a Message to conserve business 

SAM Message Format

When the Home Office began working on developing the ability for you to view and act on SAM Messages we surveyed your Council of Champions for feedback on the “look and feel” of the messages when they appear in the Agent Portal.

Example of Portal SAM Message

Agent Portal 411

Tool to help Management monitor applications submitted by field representatives.

Gives the Branch Manager information on applications processed through the Portal.

Branch Manager can review the type and quality of business being submitted on a daily basis.

Review process improves quality in your Branch. Ensures the completeness and accuracy of

applications submitted.

Agent Portal FAQs