Personal Lines Servicing dashboard
Summarize
Summary of Personal Lines Servicing Dashboard
The Personal Lines Servicing dashboard provides insights into the performance of your team's handling of personal policy service requests. This modernized dashboard allows you to monitor policy service case statuses, identify trends, and access detailed information in a single view. Key metrics include closed cases breaching Service Level Agreements (SLAs), open cases needing immediate attention, and average case closure times.
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Key Features
- Real-time visibility into insurance case statuses.
- Monitoring of open cases that have breached SLAs.
- Analysis of case types and trends over time.
- Agent productivity reviews and average closing times.
- Customizable views for administrators.
Accessing the Dashboard
To access the Personal Lines Servicing dashboard, go to Workspaces > Financial Services Workspace > Analytics Center or navigate to All > Personal Lines Servicing > Analytics. For users upgrading from earlier versions, the existing Core UI dashboard can be accessed under All > Personal Lines Servicing > Dashboard.
Use Cases
- Personal Lines Manager: Needs to monitor real-time status of insurance cases, SLA breaches, case type volumes, agent productivity, and average closing times.
- Personal Lines Admin: Requires the ability to customize dashboard views.
Indicators
The dashboard includes several key performance indicators to track:
- Summed duration of closed cases.
- Number of closed cases daily with breakdowns by stage and service.
- Open cases with SLA breaches over 80%.
- Cases created for change coverage in auto and home services.
- Comparison of cases closed within SLA versus those that breached SLA.
- Number of cases rejected by customers.
This dashboard is essential for effective management of personal lines insurance services, enabling informed decision-making and improved operational efficiency.
With the Personal Lines Servicing dashboard, you can get an insight into how your team and business are performing for the personal policy service requests that were received for your insurance services.
The Personal Lines Servicing dashboard enables you to monitor the status of the policy service cases, see trends, and drill down into the details from a single view. For any time that you specify, you can view the details for the closed cases that breached a Service Level Agreement (SLA), the open cases that need immediate attention, and the average closing times of the policy service cases.
Required ServiceNow AI Platform roles
- sn_ins_policy_b2c.manager, required to view the dashboard widgets and data.
- sn_ins_policy_b2c.admin, sn_bom_pa.admin, and pa_admin, required to edit the dashboard.
Access the Personal Lines Servicing dashboard
To access the Personal Lines Servicing dashboard, navigate to (
).
Alternatively, you can navigate to .
You can also access the dashboard from the Platform Analytics Workspace. For more information about the Platform Analytics Workspace, see Analytics Center.
If you have upgraded from an earlier version, you can access the existing Core UI dashboard layout by navigating to .
Use cases
| User | Dashboard use |
|---|---|
| Personal lines manager | Needs to gain visibility into the real-time status of insurance cases and do the following tasks:
|
| Personal lines admin | Needs to be able to customize views. |
Indicators
- Personal Lines Servicing.Summed duration of closed cases
- Number of hours to close the personal lines cases that day with Stage and Service breakdowns.
- Personal Lines Servicing.Number of closed cases
- Number of the personal lines cases that were closed today with Stage and Service breakdowns.
- Personal Lines.Open Cases with SLA Breached greater than 80%
- Number of the open personal lines cases that day where the SLA-elapsed percentage is greater than 80 percent.
- Personal Lines: Number of change coverage cases created for both auto and home
- Number of the personal lines cases that were created today where the personal lines service is the Personal auto change coverage account or homeowners change coverage.
- Personal Lines Servicing.Number of closed cases with breached sla
- Number of the personal lines cases that were closed that day that breached an SLA.
- Personal Lines:Number of open cases breached SLA
- Number of the open personal lines cases that day that breached an SLA.
- Personal lines.Number of change coverage open cases for auto and home
- Number of the open personal lines cases that day where the personal lines service is Personal auto change coverage account or homeowners change coverage.
- Personal Lines Servicing.Number of cases rejected by customer
- Number of the cases that were rejected by a customer.
- Personal Lines Servicing.Number of closed cases with SLA
- Number of the personal lines cases that were closed that day within an SLA. The indicator is used to compare the number of cases closed that met an SLA versus the number of cases that breached an SLA.
Breakdowns
- Policy Case Stage
- Policy Service
- Policy Rejection Reason