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Intelligence: Tips to Retrieving In-Force Policies
When trying to retrieve in-force policies using the Underwriting report, here are a few important points to keep in mind: * No Dedicated In-Force Slicer The Underwriting report doesn’t include a specific slicer to filter only in-force policies. While you can exclude flat cancellations, mid-term cancellation…
Bulletin April 23rd, 2021 - New Suite of Reports
Nude Solutions Updated Release Anticipated release date (changes to go into effect on the Power BI web service) * April 23rd, 2021 These changes will be reflected in the Insights module at a later date. Affected Stakeholders: Finance, Operations, Sales, Marketing. Thank you for your ongoing support! We …
Bulletin - January 12th, 2022 - Suite of reports
NEW: Update to insights From Friday 14 th January, 2022 the following two enhancements will be available when viewing the suite of reports in insights. Fulfillment Type slicer The newest slicer and column addition is “fulfillment type”. This slicer will allow you to select between Manual or Modern product. …
