Pega Underwriting for Group Benefits reports

The Pega Underwriting for Group Benefits application includes the reports described in this article. To view these reports, open the Group Operator Portal or the Agent Portal and select Dashboard.

For information about additional reports available in all Pega applications, see Standard reports and categories.

Group Operator Portal

Report nameRule nameReport description
Open cases by group sizeOpenCasesBasedOnGroupSizeTotal number of open cases by group size (Large, Medium, and Small).
Resolution percentagesGetPercentWonByBenefitTypeResolution percentages for each benefit type by resolution outcome.

Agent Portal

Report nameRule nameReport description
Quick quote status reportsGetQuickQuoteReportsStatus of quick quote submissions.

Published June 16, 2016 — Updated December 4, 2018

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