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01.10.2024 - Changes to Dashboard and Reporting

Updated over a month ago

Released: January 10, 2024

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We’ve made a few updates to our Dashboards with data received from carriers:

Applications and Enrollments are now separated sections:

  • Applications: The number of submissions you make to a carrier. Not all applications become enrollments, as policies can be canceled, terminated, disenrolled, etc.

  • Enrollments: The number of policies approved by a carrier. Co-op and commissions are based upon this metric.

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Additional labeling to dashboards for easier navigation:

  • Graph Info: Hover your cursor over the chart until an “i” appears in the upper right corner of the graph to view descriptions and the data that is present

  • Sub headers: The dashboards now include definitions, data sources, and frequency of updates, data inclusions or exclusions, and more

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