Insurance Monthly Flash Report
Written Premium ยท Earned Premium ยท Loss Ratio ยท Commission
Written Premium
$4.2M
โ–ฒ 8.4% vs prior year
Earned Premium
$3.9M
โ–ฒ 7.1% vs prior year
Loss Ratio
62.4%
โ–ผ 2.1pts favorable
Commission Ratio
14.8%
โ†’ Flat vs prior year
Written & Earned Premium by Month
Monthly premium volume with trend overlay
Loss Ratio Trend
Monthly loss ratio vs 65% target
Premium by Line of Business
Written premium distribution
Loss Ratio by Line of Business
Compared to 65% target threshold
Auto71.2%
Property58.4%
Liability54.1%
Workers Comp67.8%
Umbrella41.3%
Healthcare Clinic Operations
Patient Volume ยท Wait Times ยท Billing ยท Satisfaction
Total Patients / Mo
1,284
โ–ฒ 11.2% vs prior period
Avg Wait Time
14 min
โ–ผ 3 min improvement
Billing Collected
$218K
โ–ฒ 12.4% vs prior period
Patient Satisfaction
4.6 / 5
โ–ฒ 0.3 pts improvement
Monthly Patient Volume
Total visits with new vs returning split
Patient Type Breakdown
Current period distribution
Monthly Billing Collected
Revenue collected vs billed
Department Performance
Patients seen and avg wait time by department
DepartmentPatientsAvg WaitStatus
Primary Care54212 minOn Target
Urgent Care31822 minWatch
Cardiology19810 minOn Target
Orthopedics14218 minOn Target
Pediatrics849 minOn Target
Mortgage Loan Pipeline Tracker
Pipeline Volume ยท Closings ยท Pull-Through ยท Rates
Total Pipeline
$22.2M
โ–ฒ 6.8% vs prior month
Closed MTD
42 Loans
โ–ฒ 4 loans vs prior month
Pull-Through Rate
78.3%
โ–ฒ 2.1pts improvement
Avg Interest Rate
6.87%
โ–ฒ 0.12pts vs prior month
Monthly Closed Loan Volume
Loan count and dollar volume trend
Pipeline by Stage
Current loans by processing stage
Volume by Loan Type
Pipeline distribution by product
Loan Officer Leaderboard
Closed loans this month
Loan OfficerClosedVolumePull-Thru
Sarah M.9$4.1M84%
Marcus T.8$3.8M81%
Priya K.7$2.9M78%
James R.6$2.4M75%
Lisa W.5$1.8M68%
Derek N.4$1.5M61%
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