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Qlikview agent portal dashboard

Qlikview agent portal dashboard. Dolores Skarjune and Julie Stewart. Overview. Overview 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?

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Qlikview agent portal dashboard

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  1. Qlikview agent portal dashboard Dolores Skarjune and Julie Stewart

  2. Overview Overview • 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

  3. The Agent Portal Dashboard • The Agent Portal Dashboard is a tool to help your Branch manage your Portal activity. • Provides monitoring • Measures Branch versus Company expectations • Identifies areas of opportunity • Provides reporting and statistics

  4. 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

  5. The Agent Portal DashboardSummary Tab

  6. What Does the Dashboard Tell Us? Health vs. Life / PD vs. NPD • By Policy Count • Submitted Premium • Approved Premium • Modal Premium

  7. What Does the Dashboard Tell Us?

  8. 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.

  9. 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

  10. 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.

  11. Who is Reviewing/Approving Your Applications?

  12. Quality and Portal Approvals DCN and Portal Approvals:

  13. Who Can View the 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. All Branch Managers, Home Office Executives, and Sales Administration personnel can access the QlikView Agent Portal Dashboard.

  14. How Often is the Dashboard Updated? The QlikView Agent Portal Dashboard is updated daily and will be refreshed by 7AM each morning.

  15. Upcoming Enhancements LNL2436

  16. 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

  17. 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.

  18. Example of Portal SAM Message

  19. 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.

  20. Agent Portal FAQs

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