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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Dolores Skarjune and Julie Stewart
Health vs. Life / PD vs. NPD
The Portal Statistics Tab will list your Branch totals by each approval category:
The Portal Statistics Tab will also show your Login Threshold.
The Applications Tab will list your Branch Totals by:
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.
DCN and Portal Approvals:
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.
The QlikView Agent Portal Dashboard is updated daily and will be refreshed by 7AM each morning.
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.
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.