Delivering actionable insights so you can make data-driven decisions, the Intelligence Module allows you to fully leverage your data. With a suite of reports and dashboards, use data to understand your operations, track sales and claims, keep track of finances, and provide reinsurance reporting. This module takes carriers, mutuals, managing general agents (MGAs), and brokers with programs to the next level when it comes to data analysis.
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Key Features & Functionality
It starts with an expertly structured data warehouse updated nightly. From there, choose from an ever-expanding suite of reports embedded into the platform for viewing or exporting, including:
Sales
Including premium history.
Operations
Including workload management, email logging, and accounting logging.
Underwriting
Including policy details and renewal reporting.
Finance
Including reports on broker aging, broker statements, invoicing reports for BMS upload, loss ration summary, detailed payment report, trial balance, insured direct bill aging, and more.
Claims
Including loss history and claims payables reports.
Reinsurance
Custom bordereaux reporting with Lloyds Lineage compatibility.
The Intelligence module also offers custom Bordereau reports including transactions, claims and underwriting reports by product and contract.
Finally, you can enjoy extensive data access with nightly upload to your data warehouse, uninterrupted access for data sharing, user reporting, and integrations to other platforms.
Using all of this functionality, leverage your data into actionable insights and make informed decisions to drive your success.
Benefits of the Intelligence Module
Comprehensive Reporting
Use a suite of standard reports or build custom reports to derive insights and inform your business decisions.
Innovative Technology
Stay competitive with cutting-edge technology designed by insurance professionals for the industry. Our software evolves with the industry and with you.
Scalability & Flexibility
Modular Solutions is completely customizable to your requirements and workflows. It’s scalable to your business whether you have 100 policies or 1,000,000.
Cost-Effective Solution
We offer powerful, functional technology at an affordable price for small to mid-sized MGAs, carriers, mutuals and brokerages.
Want to see the Intelligence Module in action?
Leverage Integrations with the Solutions Exchange
With seamless API integrations from trusted third party partners, our Solutions Exchange allows you to enhance your user experience and our platform’s capabilities. Further expand your data analytics with partners like Snowflake and PowerBI.
Learn more about the Solutions Exchange here >
Intelligence Module Frequently Asked Questions
Here are the answers to some of the most frequently asked questions Modular Solutions receives about the Intelligence Module.
What types of data can be analyzed?
All data within the Modular Solutions platform can be accessed and analyzed using the Intelligence module. You can also integrate Snowflake and many reporting tools including PowerBI, Cognos, Tableau, and more.
Is the Intelligence Module scalable?
Yes, it is scalable to however much data you have.
What are the key features of the Intelligence Module?
The Intelligence Module allows you to access all of your data in one place to analyze it with reports. These can be shared or exported to help inform decision-makers.
Does the Intelligence module offer predictive analysis?
It’s not standard but we do this for clients as a custom development offering.
How is the data protected?
At Modular Solutions, we take privacy and data security seriously. Your data is protected through architecture, infrastructure, and processes, including:
- Hosting in Canada
- Geo-replicated and high-availability services
- Infrastructure-as-code
- Data encryption
- Virtual network
- Least-access permissions
- Best-in-class user authentication supporting multi-factor authentication and single sign on
- Gateway protections
- Firewall protections
- Data loss prevention support
- Advanced threat protection
Are the reports easy to use?
Yes, we’ve made the Intelligence Module reports intuitive and accessible.