Which policies need attention?
Group policy status by organization and owner, then inspect the draft or under-review cases.
- Travel Insurance Platform
- Reports and analytics
Reports for the questions your team asks
Read policy, offer, claim and payment results from their linked records.
Overview×
Travel Insurance Platform · Overview
Travel Insurance Platform dashboard
This quarter
Trip coverage reviews in view
6Total premium usd
2,020Submitted
6Departure date in 14 days
4Policies by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 32 | ||
| Under review | 14 | 44% | |
| Issued | 3 | 21% | |
| Active | 1 | 33% |
Revision by status
Sample totals per stage
Questions to answer
Where are trip decisions waiting?
Review submitted destinations, departure dates and policy revisions with the assigned reviewer.
Which claims have moved to review?
Read the loss and report dates alongside the claimed amount and policy.
Which money events need checking?
Compare premium and claim payment receipts with provider identifiers and verification state.
Which external actions need follow-up?
Look at failed or unresolved operation receipts by action and date.
More reports
Policies by status List
Group policy records by Status and Organization to locate work still under review.
Trip review decisions List
Compare trip coverage reviews Status and decision at by Organization and Destination.
Policy premiums and receipts Grouped
Show premium USD on each Policies record alongside linked premium receipts amount USD and Verified.
Coverage by policy Grouped
List policy coverages coverage code, limit USD and deductible USD under each Policies record number.
Claims by stage List
Group Claims by Status and Policy with claimed USD totals.
Claim benefit decisions Grouped
Show claim decisions Decision, approved benefit USD and Reason beneath each Claims claim number.
Payment verification Grouped
Compare claim payments amount USD and Verified with linked claim decisions and Claims.
Operation outcomes List
Group operation receipts by result state and Action with occurred at and failure reason.
Set up Travel Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.