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The Company Overview section provides a comprehensive dashboard that displays your organization’s key performance metrics and trends. This section helps you track your business performance across different time periods and visualize important data through interactive graphs and summary statistics.

Time Range Selection

The Company Overview dashboard includes a time range selector that allows you to view your organization’s performance across different periods. When you click on different time ranges, the dashboard will automatically update to show:
  • Graph data for the selected time period
  • Summary statistics relevant to that timeframe
  • Trend analysis based on the chosen range
This dynamic functionality enables you to analyze your organization’s performance over various periods, from daily views to annual summaries.

Dashboard Graphs

The Company Overview section includes 8 interactive graphs that visualize your organization’s performance:
GraphTypePurposeKey Metrics
Written PremiumArea ChartTrack premium growth trendsWritten vs Earned premium over time
Incurred Loss RatioLine ChartMonitor claims performanceLoss ratio percentage (0-100%)
Net Loss RatioLine ChartAssess risk management effectivenessNet loss ratio after reinsurance
Loss DevelopmentMulti-line ChartPredict ultimate loss amountsLoss development by cohorts over time
Active Primary InsuredsLine ChartTrack client growth patternsNumber of active insureds over time
Average Policy CostLine ChartMonitor pricing trendsAverage policy cost over time
Open AccountsBar ChartOverview of quote pipelineQuote distribution by status
New Business vs RenewalBar ChartCompare business performanceNew vs renewal quote breakdown

Interactive Features

  • Time Range Selection: All graphs update based on selected time period
  • Hover Tooltips: Hover over data points for specific values
  • Current Values: Real-time metrics displayed on each graph
  • Responsive Design: Graphs adapt to different screen sizes

Key Metrics Summary

The Company Overview section also provides a snapshot of important business metrics that update based on your selected time range:
  • Open Claims: The number of active claims your organization is currently handling
  • Claim Closure Rate: The average rate at which claims are being resolved
  • Cost Difference: The percentage difference between insured’s incurred costs and your company’s payouts
  • Average Claim Cost: The average cost of claims during the selected period