Commercial Lines Servicing dashboard
With the Commercial 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.
Important: The Commercial Lines Servicing dashboard has been modernized to give you a better user experience.
The Commercial 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, 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_b2b.manager, required to view the dashboard widgets and data.
- sn_ins_policy_b2b.admin, sn_bom_pa.admin, and pa_admin, required to edit the dashboard.
Access the Commercial Lines Servicing dashboard
To access the Commercial Lines Servicing dashboard, navigate to Workspaces > Financial Services Workspace > Analytics Center (
Analytics center icon.\).
Alternatively, you can navigate to All > Commercial Lines Servicing > Analytics.
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 as usual by navigating to All > Commercial Lines Servicing > Dashboard.
Use cases
For examples of how different people in your organization can use this dashboard, see the use cases in the following table.
| User | Dashboard use |
|---|---|
| Commercial lines servicing manager | Needs to gain visibility into the real-time status of the insurance cases and do the following tasks:- Monitor all the open insurance cases that have breached a Service Level Agreement \(SLA\) - Monitor the volume of each insurance case type and their trend - Review agent productivity - Review the average closing time of cases for a service, agent, or group - Monitor the details of the requests by policy type - Drill down into the details in an error category |
| Commercial lines servicing admin | Needs to be able to customize views. |
Indicators
Commercial Lines Servicing.Summed duration of closed cases
Number of hours to close the commercial lines cases that day with the Stage and Service breakdowns.
Commercial Lines Servicing.Number of closed cases
Number of the commercial lines cases that were closed today with the Stage and Service breakdowns.
Commercial Lines.Open Cases with SLA Breached greater than 80%
Number of the open commercial lines cases that day where the SLA-elapsed percentage is greater than 80 percent.
Commercial Lines: Number of BOP change coverage cases created
Number of the commercial lines cases that were created today where the commercial lines service is a BOP change coverage account.
Commercial Lines Servicing.Number of closed cases with breached sla
Number of the commercial lines cases that were closed that day that breached an SLA.
Commercial Lines:Number of open cases breached SLA
Number of the open commercial lines cases that day that breached an SLA.
Commercial lines.Number of bop change coverage open cases
Number of the open commercial lines cases that day where the commercial lines service is a bop change coverage account.
Commercial Lines Servicing.Number of cases rejected by customer
Number of the cases that were rejected by a customer.
Commercial Lines Servicing.Number of closed cases with sla
Number of the commercial lines cases that were closed that day within an SLA. The indicator is used to compare the number of cases that were closed that met an SLA versus the number of cases that breached an SLA.
Commercial Lines Servicing.Number of cases rejected by fulfiller
Number of the cases that were rejected by the underwriter or processor.
Breakdowns
- Policy Case Stage
- Policy Reject Reason
- Policy Service
Parent Topic:Implementing Platform Analytics solutions