Reporting & Visibility
Operational reporting for life insurers
Simfuni gives operations and finance teams a clearer view across policies, customers, payments, arrears and workflows, with on-screen reporting and CSV extracts for wider analysis.
Benefits
Give teams a clearer operational view
Improve operational visibility
Give teams a clearer view of policies, payments, arrears, claims, underwriting work and customer activity.
Support faster decisions
Help teams see what is happening across the portfolio, so they can identify issues, monitor performance and act sooner.
Reduce manual reporting effort
Use on-screen reports and CSV extracts to reduce the need to manually gather data from multiple systems.
Strengthen audit oversight
Give teams a traceable view of decisions, approvals, allocations and outcomes across key operational processes.
Key capabilities
Clearer visibility across policies, payments and work
Simfuni gives operations and finance teams reporting on what is happening across the portfolio, with extracts for the systems and analysis that live outside the platform.
Operational reporting
View summary figures and charts over a selected date range, so teams can see how the portfolio is performing.
Data extracts
Generate CSV extracts for external systems, data platforms and analysis tools already used by the business.
Arrears visibility
See which policies are overdue, by how much and for how long, so arrears get attention before they become lapses.
Claims and underwriting reporting
Track cases by status, queue and count, so teams can see where claims and underwriting work is sitting.
Payment and reconciliation reporting
Follow payments, reconciliation and the general ledger, with every entry traceable to a policy.
Audit and compliance visibility
Track decisions, approvals and allocations, giving oversight teams a clear view of how outcomes were reached.
How it works
Read it on screen, export it as data
Live views for teams, clean extracts for analysis
Reports give teams a fast read of performance over a chosen period, with charts and summary figures. When the numbers need to go further, extracts hand them to your data platform and analysis tools as clean CSV, so your data stays available to the wider business.
- Date-range reporting with charts and summaries
- CSV extracts for external systems and analysis
- Arrears, claims, underwriting and payment views
- Ledger entries traceable back to the policy
