Analytics & Reporting

Underwriting Analytics & Reporting at Every Level

iUnderwrite puts underwriting performance data directly in the hands of your operations team, actuaries, and leadership — through embedded BI dashboards, configurable data extracts, and a fully customisable reporting layer that requires no external BI tooling.

Embedded BI Dashboards

AWS QuickSight

No separate BI licence, no data exports, no third-party dashboarding tool. AWS QuickSight is embedded directly into the iUnderwrite portal, giving your operations team, actuaries, and leadership instant access to underwriting performance data in the same interface they use every day.

  • Live application pipeline visibility by product, channel, and region
  • STP rate tracking with drill-down to refer and decline reasons
  • Underwriter workbench throughput and turnaround-time reporting
  • Premium and sum-insured distribution analytics for actuarial review
  • Role-based dashboard access — operations, actuarial, and executive views
Dashboard

Reporting Built for Every Role

From operational dashboards used daily by your team to strategic analytics reviewed at board level, iUnderwrite ships a comprehensive suite of reporting capabilities out of the box.

Data Extracts — AWS Athena

Run ad-hoc SQL queries directly against your application data lake using AWS Athena. Extract exactly the fields and date ranges you need, with results downloadable in CSV or Parquet format.

Time-Travel Analytics

Point-in-time data access lets you reconstruct the state of any application, decision, or portfolio position at any historical date — invaluable for audits, actuarial reviews, and regulatory reporting.

Operational Dashboards

Daily views for your underwriting operations team: outstanding referrals, workbench queue depth, evidence chasing status, and SLA tracking — all refreshed in real time.

Application Pipeline

Volume and conversion reporting across the application funnel — from initiated to submitted, decided, accepted, and policy issued — segmented by product, channel, and time period.

Regional & Channel Reporting

Slice performance by distribution channel, adviser group, geography, or tenant — giving product and distribution teams the segmented insight they need to optimise and grow.

Excel Export

Every report and data extract can be downloaded as a formatted Excel workbook. Designed for actuaries and analysts who need raw data in a familiar, flexible format for further modelling.

Customisable Dashboards

Every User's View, Their Way

Standard dashboards are a starting point, not a constraint. iUnderwrite's customisable dashboard layer lets each user — and each tenant — configure their own reporting view, arranging widgets and date ranges to match how their team actually works.

  • Multiple widget types including bar charts, line graphs, KPI tiles, and data tables
  • Flexible date range filters — day, week, month, quarter, year, and custom ranges
  • Multiple dashboard pages — create separate views for operations, actuarial, and executive audiences
Customisable dashboard mockup