Making well-informed adjustments demands purposefully organizing the vast amount of information your insurance operation generates every day. ESKA Life contains a reporting and dashboards tool, so you can maximize your information’s accessibility and usefulness.

The ESKA Life reporting tool comes with an array of standardized and customizable templates, which automatically organize information from throughout your operation into concise and readable reports.

Inquiry dashboards additionally enable you to track your operation’s performance across branches, helping you see who and which branches are driving your revenue streams. Utilizing the reporting and dashboards tool, ESKA Life paves your way towards a more focused operation.

Gain deeper insights about your operations with:

Statistical reports such as the Retail Channel Productivity, Daily Production, and Medical Providers’ Expenses.
Detailed and analytical reports such as the UW Summary Sheet, Charges Due by Type, and Employee Illustrations.

Maintain updatable documents, such as offer letters and policy and alteration schedules.
Customize reports based on employee roles and responsibilities.
Exportable/Printable formats such as:

Microsoft® Word
Microsoft® Excel®
PDF

Use inquiry dashboards to monitor performance, such as:

Periodically submitted premiums per branch
Submitted applications counts per branch
Monthly actual submissions versus issuances.

Reporting & Analysis