Policies by lifecycle status List
Count policies by status and organization for the operating date.
- Group Insurance Admin
- Reports and analytics
Reports for the questions your team asks
Read policy, eligibility, claim and payment activity from the recorded decisions.
Overview×
Group Insurance Admin · Overview
Group Insurance Admin dashboard
This quarter
Group eligibility in view
6Total revision
3,110Submitted
6Effective from in 14 days
2Policies by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 35 | ||
| Under review | 16 | 46% | |
| Issued | 11 | 69% | |
| Active | 6 | 55% |
Revision by status
Sample totals per stage
More reports
Premium by organization Grouped
Sum policy premiums under each employer organization and policyholder group.
Eligibility decisions List
Compare submitted, approved, rejected and completed eligibility extensions by effective date.
Coverage exposure Grouped
Show coverage limits and deductibles under each policy and coverage code.
Claims by loss date and status List
Compare claimed amounts across reported loss dates and claim states.
Authorized benefits versus verified payments Grouped
Compare approved benefit amounts with verified claim payments by claim.
Premium receipt verification List
Separate verified and unverified premium receipts by policy and received date.
Operations requiring follow-up List
Group pending, failed and review-needed operation receipts by action and occurrence date.
Set up Group Insurance Admin your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.