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With our interactive dashboards, standard reports, ad-hoc reporting, embedded BI, and analytics tools, you’ll achieve greater accuracy and efficiency across the platform.


Configure insights to meet management, regulatory, financial, operational, statistical, and marketing demands easily and accurately.

Information you need,
when you need it.

Customizable reports for greater insight and better decisions.

Underwriting Reports

  • Diaries and Notes
  • Open Submissions
  • Bound Policy
  • Submissions HIT Ratio Policy Transaction Report
  • Tail Offer Status Report
  • Auto-Renew Report
  • Exposure Report
  • Bound/Closed/Declined Submission Report

Claims Reports

Standard Views

  • Statutory Claims Detail Report
  • Claim Cost By Component Report

Dashboard Views

  • Average Cost Per Claim
  • Loss Ratio/ Combined Ratio
  • Claim by Status
  • Average Time to Settle a Claim

Financial Reports

  • Payment Received
  • Monthly Cash Receipts Summary
  • Expiring Credit Cards
  • Unearned Premium Report
  • Commission Due Report
  • Earned Premium
  • Balance due summary with Aging
  • Policies with Invoicing on Hold
  • GL Transaction Report
  • Agency Statement
  • DataGuard Premium Report

General Reports

  • Underwriter Workload
  • Business Growth Dashboard
  • User Activity Report
  • Abandoned B2C Quote
  • Batch Service Report