Portfolio Overview

  • Executive overview
  • High-risk by age, face, risk class
  • High-risk by lab test results
  • Dollars at risk
  • Impairment prevalence
 Portfolio Overview Portfolio Overview
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Data Analytics

  • Results data segmented by your chosen variables (e.g. age, face, risk class, product type, distribution channel, gender, smoking status, etc.)
  • Pivot tables let you filter the frequency of high-risk cases by MIB codes, lab results, decision filters or any combination thereof.
  • Policy level detail

Data Analytics
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Get the complete picture.

Making effective risk management decisions requires a complete understanding of the data. The Audit Focus reporting capability offers deep, broad and accessible information.

Included in every Audit Focus are a Portfolio Overview and a robust set of Excel™ spreadsheets for analysis. The Portfolio Overview offers an executive-level snapshot of the most critical diagnostic information, including impairment prevalence. Your team can then review the complete data set ranging from detail of all your high-risk cases to breakdowns of the frequency of those cases by age, face, risk class, lab test results, or many other diagnostic parameters you choose.

Custom Decision Filters
Information that's tailored to your underwriting priorities.
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NEW: Lab Test Data
A sharper picture of mortality risk.
Learn more