Explore for Policy: Operational content
Explore includes the following pre-configured models and Liveboards for policy operations.
Liveboards for policy operations
| Liveboard Name | Contents and Sample Use Case | Data Source (Explore model) |
|---|---|---|
| Submission Conversion Analysis – Commercial | Includes business conversion, loss, and staff
performance. Helps commercial underwriting teams with near real-time performance insights across multiple touch points. |
GW - EfP Submission Processing and Conversion |
| Submission Conversion Analysis – Personal | Includes trend analysis for submission conversion, loss,
underwriting rules, risk evaluation, and staff performance. Helps personal underwriting teams with performance insights across multiple touch points. |
GW - EfP Submission Processing and Conversion |
| UW Issue Trending | Includes trend analysis for rule-based underwriting
issues. Helps underwriting teams with submission issues triggers and staff issue management performance. |
GW - EfP Underwriting Issues |
| Policy Activity Processing Efficiency | Includes required activities to move an opportunity from new
submission through bound and issued policy. Helps underwriting managers to identify recurring bottlenecks in the underwriting workflow and insight for improving workflow performance management. |
GW - EfP Activity Workload Processing |
| Policy Activity Workload Triage | Includes aggregate analysis and details of open and active
activities. Helps underwriting managers to analyze and triage workload management issues, staff assignments, and team workload balancing. |
GW - EfP Activity Workload Processing |
| Active Submissions Pipeline – Personal | Includes data for all the opportunities being processed in
aggregate. Helps personal lines underwriting and marketing teams with tactical management of current-day new opportunity conversion. |
GW - EfP Submission Processing and Conversion |
| Active Submissions Pipeline – Commercial | Includes near real-time analysis throughout the commercial
underwriting life cycle process. Helps commercial lines underwriting and marketing teams with submission triage, workload balancing, and submission performance management. |
GW - EfP Submission Processing and Conversion |
| Submission Processing Efficiency | Includes historical trend analysis throughout the underwriting
operations life cycle process. Helps underwriting managers and teams with trend analysis for recurring process bottlenecks and insights for performance management improvements. |
GW - EfP Submission Processing and Conversion |
Models for policy operations
For more details, see Data dictionaries for Explore models.
| Model Name | Key Contents | Sample Use Case |
|---|---|---|
| GW - EfP Activity Workload Processing | PolicyCenter Activities represent the work required by underwriting teams to move an opportunity from new submission through bound and issued policy. | Helps underwriting teams manage submission workloads. |
| GW - EfP Submission Processing and Conversion | Includes win and loss rates and market conversion-to-bound-policies opportunities. | Helps underwriting managers with opportunities active within their pipeline across their business, including the value of opportunities, assigned staff, progress in the underwriting process, and the required next step to close the submission. |
| GW - EfP Underwriting Issues | Includes criteria review monitoring for underwriting life cycle rule-based issues. | Provides underwriters and underwriting managers with near real-time alerts and views for potential issue triggers. |