Insurance Report
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Last updated
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The Insurance Report enables you to track the inclusion rate of various policies in loan payouts, as well as view detailed financial, administrative, and beneficiary information associated with each policy.
Select the Insurance Report option.
Download the report by copying the URL and pasting it in the browser OR export to CSV / Excel
Understanding Your Insurance Report
The Insurance Report provides detailed insights into your policy, including:
Policy Management Details: Information about administrators, insurers, client identifiers, and policy categorization.
Policy Information: Key details such as policy numbers, product options, coverage dates, status updates, and sales channels.
Cancellation and Claims: Records of cancellations, cooling-off periods, and death claim indicators.
Financial Overview: Breakdown of premiums, death benefit structures, reinsurance involvement, commission structures, and claim amounts.
Insured Individual Information: Personal and contact details of the primary insured member.
Beneficiary Information: Details of designated beneficiaries and their relationship to the insured.
By reviewing these components, you gain a comprehensive view of your insurance coverage, financial obligations, and claim activities.
