Instruction status by counterparty List
Which requested amounts are still in review or with the provider?
From Carrier handoffs
- Insurtech Comparison Platform
- Reports and operational decisions
Reports for the questions your team asks
Review instruction status, carrier handoffs, provider evidence and reconciliation exceptions.
Overview×
Insurtech Comparison Platform · Overview
Insurtech Comparison Platform dashboard
This quarter
Carrier quotes in view
6Total premium usd
3,540Draft
2Submitted
2Instructions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 34 | ||
| Review | 12 | 35% | |
| Authorized | 4 | 33% | |
| Submitted | 1 | 25% |
Amount USD by status
Sample totals per stage
Questions to answer
Carrier handoff outcomes List
Which carrier submissions were approved, rejected or completed?
Provider confirmation lag List
How long did confirmed instructions wait after their request dates?
Account scope balance Grouped
Do linked debit and credit amounts balance for each instruction?
Reconciliation exceptions List
Which provider events disagree on account, amount or date?
Operation completion review List
Which receipts need investigation of an actual effect?
From Operations control
More reports
Provider evidence audit Grouped
Show evidence type, verification and provider event reference under each instruction.
Independent decision history Grouped
Trace reviewer decisions, reasons and source revisions for each instruction.
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