Policies by status List
Count policies by status, organization and assigned owner.
- Pet Insurance Platform
- Reports and analytics
Reports for the questions your team asks
Answer policy, coverage, claim and payment questions from the underlying records.
Overview×
Pet Insurance Platform · Overview
Pet Insurance Platform dashboard
This quarter
Veterinary claims in view
6Total claimed usd
3,550Submitted
6Submitted at in 14 days
3Policies by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 47 | ||
| Under review | 29 | 62% | |
| Issued | 19 | 66% | |
| Active | 13 | 68% |
Premium USD by status
Sample totals per stage
More reports
Premiums by effective period List
Sum policy premium amounts by effective date and organization.
Coverage limits by policy Grouped
Show coverage codes, limits and deductibles beneath each policy and revision.
Veterinary claim queue List
Compare submitted claim amounts and submission dates by status and organization.
Loss claims by status List
Compare claimed amounts by loss date, policy and status.
Insurer benefit decisions Grouped
Show each claim with its decision, approved benefit amount, reason and decision date.
Verified payout reconciliation Grouped
Compare claim decisions with verified payment amounts and provider event IDs.
Operation exception history List
Show failed or review-needed receipts by action, date and parent policy.
Set up Pet Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.