Submission Dashboard Updates

Attention Partners,

We are pleased to announce recent updates made to our Submission Reporting dashboard views! These changes will allow you to view elected product/plan info associated with listed policies.

Key Changes:

  • Addition of SNP type on the overview pages of the Medicare/Marketplace/U65/Other Submissions views
  • Addition of SNP type and Plan Name columns to the detailed breakdowns of each view.

Overview of Submission Views

Shows high level counts of policies submitted by carrier, and now by SNP when expanded using the “+” option under “Product”.

Detailed Submission Views

When on the count overview of any Medicare/Marketplace/U65/Other Submissions view tabs seen above, on the right hand of the dashboard you will find the button shown below.

When clicked, this will expand your view to show a detailed line-by-line level look at submitted policies as seen below. Following our recent updates, this detailed view now lists SNP type and plan names for all policies.

 

If you have any questions or concerns regarding these views, or have trouble accessing them please reach out to your account manager(s)!

 

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