Written premium and loss ratio, live from the book.
Charts, saved views and portfolio metrics over the records you already hold, moving as policies bind and claims post.
No export, no pivot table, no ticket for the data team.
From a question to a number the team trusts.
Every step happens in the grid your team already works in, against live records rather than last night’s extract.
Start from any object.
Submissions, policies, claims, locations. Every object you have configured opens as a grid, and every grid answers the same way.
Filter until it is the question.
Stack conditions, nest them into groups, and drop in a saved segment as a single chip rather than rebuilding it.
Pull columns from two objects away.
Step through a relationship in the column picker and keep going. The join is resolved for you, and the column filters and sorts like any other.
Total what survived the filter.
Sum, average, min, max, or how many rows are still empty, computed over the whole filtered set rather than the page in front of you.
“A carrier question used to mean an export and half a day. Now it is a view, and it is still right next month.”
The answers a team builds in week one.
A saved view, a chart and a measure are the same filter over records you already hold, so each one stays right as the book moves.
What renews in ninety days.
Filter policies by expiration date, sort by premium, and bring the producer across from the account two relationships away. Save it once and it is waiting every Monday.
Written premium.
Sum the premium on every policy in a bound state, broken out by line, class code or region. The total moves when the next policy binds, not when someone rebuilds the report.
Loss ratio.
A ratio metric divides one view by another. Incurred loss over earned premium, summed on both legs inside the same slice, then divided once.
Concentration.
Share of insured value sitting inside one region or one postcode. The stack shows which buckets are carrying it, and what is still in the pipeline behind them.
Numbers that flag themselves.
Give a reading the ranges you underwrite to and it starts doing that work. Views and metrics are configuration, so they move through releases with a history.
Ranges you set
Give a reading the bands you underwrite to. Each band carries its own score, and a value outside every band falls to neutral.
Referral or knockout
A value landing in a flagged range records a referral or a knockout. It is recorded against the risk, never quietly folded into the score.
The book, on the risk
A book-level reading can be the input behind an appetite score, so a bucket you have already filled shows up on the next quote that would fill it further.
Save for everyone
Change a filter for yourself, or push it to the whole team from the same button.
Segments you reuse
Name a filter once and apply it to any view on the same object, instead of rebuilding it condition by condition.
Views bound to a record
A view can require an account or a policy at run time, so one definition serves every record it sits on.
The reports you owe somebody else.
Premium and loss bordereaux, produced from your own records on a cadence and reconciled against what comes back.
Map the layout once.
A bordereau template holds the column mapping, the output format and the cadence. Your carrier's spreadsheet stops being something a person maintains by hand.
Produced on a cadence.
Each monthly or quarterly run takes the period, writes one line per policy or per claim, and renders the file. Premium and loss are separate runs, and every run is kept.
Check what comes back.
Bordereaux you receive are matched line by line against your own records. Anything outside tolerance is marked a discrepancy and opens for a person to look at.
The Data Mesh, asked every way.
The records you chart are the records the workbench edits and the assistant reads. Nothing is copied into a reporting store overnight.
Bring the report you dread.
Send us the spreadsheet you build for your carrier, or the guidelines you check each quarter. We will rebuild them on your own records, live.
Usually 30 minutes, with an underwriter on the call.