Illustrations & Needs Analysis Data

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Data Share Description:

Illustrations & Needs Analysis Data

Data Share Frequency: Near Real-time
Data Share Category: Financial
Data Share Type: Personalized
Data Share Date Added: February 1, 2021
Data Share Status: ACTIVE
Data Share Usage Example Q1: Illustrations Run with No Application How many illustrations were run where an eApp was not started, for a specific agent SELECT ILLUSTRATION_RUN_DATE FROM “IGO_ILLUSTRATIONS_MARKETPLACE”.”PUBLIC”.”ILLUSTRATIONS_REPORT_DETAILS_VC” WHERE PROPOSED_INSURED
Data Share Usage Example SQL1 Last Tested: January 1, 1970

Data Share Overview:

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

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