InsFocus BI - User Interface Features

While InsFocus BI’s user interface is highly intuitive, it provides a wide range of business intelligence capabilities.

Report library

Graphical Reports Library

 

Reports are displayed and accessed in a graphical reports library, from where users can easily organize and retrieve them. The library has private folders for each of the users to save their own reports and a public library containing the company's single version of the truth. Each report is displayed with a graphical preview for easy browsing. 


FEATURES INCLUDE:

Intuitive report definitions

Defining new reports and analyses requires only a few simple steps, which can be learned by non-technical users in a very short time. Users can define ad-hoc queries, and not rely only on ready-made reports by IT. They can also use library reports as a basis for creating and saving their own versions.


Result viewing & manipulation

Results returned by the business intelligence system can be visually presented in several ways via split-screen tables, charts and gauges. An Excel-like tab control enables the viewing of multiple sheets of information in the same report.

Results can be extensively manipulated by the user through an array of controls such as sorting, advanced filtering, result highlighting, contribution view, cumulative view, and user-defined calculations.


Flexible drill down and drill through

Unlike systems with rigid drill-down hierarchy, InsFocus BI's business intelligence tool enables drill down (row/column) and drill-through (cell) to any defined dimension, organizational member or time period as far down as to the client, policy or individual claim level. This helps users determine the underlying facts behind any displayed result.


Agent Portal

Agents can have immediate access to pre-defined reports on any Internet connected device, including iPhones, iPads and Blackberries. Such reports may include:

  • Activity monitors
  • Sales and growth analysis
  • Renewal lists
  • Cross selling lists

Batch run

Batch run allows running a report for many organizational members at once, producing files that can be sent by mail, printed, or placed in a portal.


Measurement filters

Data can be filtered not only by static dimensions, but by dynamic calculations. For example, a user may ask to see a profitability report for clients with more than 5 policies and having over $ 100,000 premiums.


Banding (risk profiling)

“Banding” is the process of taking data and splitting it by dynamically created bands. This can be simple data, such as an insured’s age, or complex data, such as loss-frequency. Banding is heavily used in insurance, where reports such as risk profiling, client segmentation and so are needed on a regular basis, and gives much better value to the business intelligence product.

InsFocus BI allows dynamically defining bands on:

  • Dimension attributes (e.g. client year of birth, policy #)
  • Risk parameters (e.g. engine size, year of manufacturing, floor number)
  • Any item (e.g. loss-frequency, sum insured, number of policies)