InsureSight Case Analytics Service Overview

This document is a guide to the Case Analytics service developed by iPipeline’s data analytics and data science team for InsureSight®. It outlines how the service utilizes data from iPipeline’s Agency Management System, which includes over 300 BGAs, 70+ carriers, and substantial annual application submissions and premium amounts. The guide details the features of the service, including real-time performance metrics that allow agencies to compare their performance against industry standards. It describes the scorecard feature that ranks agents and case managers based on key metrics such as cycle time and paid premium. The executive dashboard is highlighted for its ability to track performance over the last 30 days, providing insights into top premiums and cases at risk. Additionally, it presents comparative analytics that allow users to view case distributions and performance by various criteria, facilitating a comprehensive understanding of agency performance.