The Enrollment quality tab under Business Performance provides agents with a single, accurate view of their output quality across all agents and contracts, allowing them to identify direct opportunities for improvement. Agency Principals may also review this information when selecting key metrics from the Agency Enrollment Scorecard located in the Performance tab of the Agency view.
Enrollment Quality Data Provided
Enrollment Quality will provide you with a clear view of the outcomes of your applications submitted, separating those that have already terminated from those that lasted for at least 90 days.
The Enrollment quality tab displays:
Accretion rate: Percent of applications that effectuated.
Rapid disenrollment rate: Percent of applications that effectuated but disenrolled within 90 days.
📣 IMPORTANT NOTE: The Enrollment Quality tab only includes data from certified carriers: Anthem, Cigna, Devoted, Humana, UnitedHealthcare, and Wellcare.
Enrollment quality data is also visualized in a chart that can be filtered by Carriers, Product type, and Enrollment status:
Enrollment Quality Detailed Rows
The information displayed includes:
Carrier/plan/type
Client/ID
County/ST
Status/updated
Start date
End date
For a view of all carrier data received, not just the updates on applications submitted, navigate to the third “Enrollment Volume” tab.
You can easily select how you would like to sort the information by clicking the up/down arrow button. You can also download the report by clicking the downward arrow button.