he Executive Summary is a high-level overview of an account with key insights written by AI, designed to lead a client presentation.
Where to find it
Open the mod file and go to the Report Center. Select Executive Summary from the buttons at the top to jump to that section.
Requirements
The Executive Summary only works on mod files with the Primary file type. If the section is unavailable, check the file type on the dashboard and change it under Actions, then Edit Mod Data. Scenario, future and historical files aren't treated as the source of truth, so they can't produce an Executive Summary. Benchmarking reports have the same requirement.
Building a full client package
Pair the Executive Summary with:
A cover page for the client's industry: city, construction, farm, healthcare, health club, landscaping, manufacturing, office, restaurant, risk management, road construction or trucking.
Core reports, which need only the experience mod worksheet.
Summary and detail reports, which add claim detail such as date of injury, body part and cause when it's on the file.
The About Us back cover, which uses your Agency Information.
Save the combination as a template so you can reuse it. See How to Save and Share Report Templates.