Reports & Analytics
Generate and export portfolio reports
Premium Report
Written premium by carrier, line, and policy type with trend analysis
Claims Report
Open claims, closed claims, reserve adequacy, and loss ratio by account
Audit Exposure Report
Payroll variances, classification accuracy, and projected audit deficiencies
Wellness Outcomes Report
Participation rates, incentive credits earned, and claims reduction impact
Retention Report
Renewal pipeline, churn risk scores, and cross-sell opportunity analysis
Carrier Report
Program performance, loss ratios, and bordereaux for carrier submission
Portfolio KPI Summary — YTD
Total Written Premium$4,820,000↑ 14.2%
Active Policies47↑ 11
Portfolio Loss Ratio38%↓ 4pp
Avg UW Score78↑ 6
Retention Rate91%↑ 3pp
Claims Frequency (WC)1.8 per 100 EE↓ 22%
Audit Deficiency (total)$42,600↑ $12K
Wellness Credits Earned$12,400↑ 34%