The Intelligence menu on the left gives you two interactive dashboards across your whole book of business: Global and Benchmarking. Both use only mod files with the Primary file type. Not every subscription includes this menu.
Global dashboard
Shows every account you've brought into Mod Advisor. Filter by rating effective date, account name or mod file name.
Everything is clickable and sortable, so you can drill into open or closed claims, medical claims, accounts with a high mod, or claims by state. Tables include:
Account list
Top claims by amount
Actual vs. expected losses by state
Mod values and minimum mod values, grouped
Open vs. closed claims
Claim stratification
Claim counts and incurred losses by state
Injury type by state
Benchmarking dashboard
Groups your Primary files by 3-digit NAICS code, such as construction, healthcare or manufacturing, and compares them on expected vs. actual losses, loss ratios, payroll size, average claim amounts, medical and indemnity claims, and the top 20 accounts per NAICS code.
Use it to show prospects your expertise in an industry and how you've helped similar accounts improve over time.
Exporting
Everything on both dashboards can be exported to CSV, Excel or PowerPoint, or printed.
Before you share benchmarking data outside your agency, hide or remove account names.
Tip
To analyze a single account the same way, use the Intelligence tab inside its mod file. See Using the Intelligence Tab in a Mod File.