Book of Business: Report
Book of Business: Report
From the Book of Business Dashboard, click the action button in the upper right corner.
Warning: Before continuing, ensure the Book of Business file is imported and that the configuration for the carrier has been created.Select Report.
Specify the following:
- LOB (Line of Business)
- Carrier
- Month
- Year
We added Month and Year for easier comparison when determining member growth.Import the Book of Business file.
The system will automatically select the correct headers based on the configuration that was created.
The data from the Book of Business file will be fed into the dashboard and will show insights such as:
- Distribution of lives by state
- Member growth
- Carrier distribution by state
- Total carrier distribution
For more information check out our instructional video: Book of Business: Report
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