Qlikview agent portal dashboard
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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

Qlikview agent portal dashboard

Dolores Skarjune and Julie Stewart


Overview

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


The agent portal dashboard

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


What s in it for you

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 dashboard summary tab

The Agent Portal DashboardSummary Tab


What does the dashboard tell us

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 us1

What Does the Dashboard Tell Us?


What does the dashboard tell us2

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 us3

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 us4

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

Who is Reviewing/Approving Your Applications?


Quality and portal approvals

Quality and Portal Approvals

DCN and Portal Approvals:


Who can view the dashboard

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.


How often is the dashboard updated

How Often is the Dashboard Updated?

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


Qlikview agent portal dashboard

Upcoming Enhancements

LNL2436


Agent portal phase ii

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

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

Example of Portal SAM Message


Agent portal 411

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

Agent Portal FAQs


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