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Health Dash

Written by rob g

Updated at August 18th, 2021

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Overview

The health dash is composed of several graphs summarizing key factors in a historical view -

  • Health Premium-Commission compares the premium paid to commission (separate axis) with active participants overlaid
  • Group Health Changes calculates the premium and commission change from year to year, so the YoY difference of the above chart
  • Broker History is a matrix summarizing the different Brokers the prospect has been with
  • Health Plan Feature History indicates the types of features that were part of the plan over time

CRM Features

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