This section offers a dynamic and reliable view of your business activity, combining reports and dashboards into a single, streamlined experience.
Each individual tab focuses on a specific segment of your production, each with targeted visualizations to help you better understand and act on your performance data.
Accessing Reports
This feature is available in both the Agent and LOA views. However, Agency Principals may also access these reports from the Agency Scorecard view located under the Performance tab. For Field and LOA agents, to find the Business Performance overview, click on Back Office and select View business performance reports under Business Performance.
The page will contain three tabs:
SunFire applications: Displays all applications submitted through SunFire using Spark’s contact integration or PURL.
Note: This tracks the number of Sunfire applications only — not details such as whether they were effectuated or attrited, or any applications submitted outside our integration or pURL.
Enrollment quality: Displays outcomes of submitted applications, separating those that have already terminated from those that lasted for at least 90 days.
Enrollment volume: Displays all carrier applications, including volume and carrier reported status.
To learn more about the SunFire applications, Enrollment quality, or Enrollments volume tabs, please see the links below: