Illustrations & Needs Analysis Data

Access to all your Life Insurance Illustrations and Needs Analysis data, in near-real time, on a rolling 3-year basis. Illustrations and Needs Analytics allows applicants the ability to run multiple pricing scenarios on the front end of the apply process before proceeding with an electronic iGO® application. This provides the applicant real-time pricing results, speeding up the apply process. Now, Snowflake customers can access their illustration and Needs Analysis data directly in their Snowflake account. Samples/Tables Included: - Illustration details - Needs analysis details Fields Included: ­- App start date ­- App lock date ­- App submit date ­- Illustration count ­- Agent count ­- Product ­- Face amount ­- Premium ­- State ­- Distributor ­- Carrier ­- Signature method ­- e-Signature status ­- Proposed insured information…etc. Example Use Case: - Identify illustrations that were run by an agent where you never got an application - Self-serve (i.e. ingest into your own applications) - Integrate into your own CRM to generate targeted activities - Do product design analysis to allow product teams to better understand how our products are being illustrated and sold - Feed data into the client record (post-issue) to trigger reminders and/or make available for later inforce illustrations

搜集汇总

背景与挑战

背景概述

该数据集提供近实时的人寿保险方案与需求分析数据，涵盖申请日期、产品、保费等关键字段，支持代理行为追踪、CRM集成及产品设计分析等业务应用。