Portfolio Heat Maps, Trend Analytics & Quarterly Projections
One screen every broker principal wants to open first on Monday morning.
The Executive Command Center rolls every employer group, claimant, alert, and intervention into a single portfolio view: heat maps by risk tier, trend lines on aggregate corridor consumption, exposure distribution by diagnosis and drug class, and quarterly risk projections. Designed for the meeting with the CFO, not the data analyst.
Employer groups plotted on risk score × claims burn, with color intensity by tier. Click a tile to drill into the employer dashboard.
Aggregate corridor consumed month-over-month with a projected year-end line. PMPM trend, loss ratio, and large-claimant count overlays.
Spend sliced by diagnosis category, pharmacy class, and provider — see exactly where the dollars are going across the book.
Top renewal-exposed groups for the upcoming cycle with projected increase % and recommended negotiation levers.
Every active employer group with current paid claims and stop-loss policy is loaded into the portfolio view.
Aggregate corridor consumed, large-claimant counts, PMPM trend, loss ratio, and renewal risk score are computed at book-wide scope.
Heat map, trend lines, and exposure distribution render automatically and refresh with each monthly claims load.
Click any group tile to enter the employer dashboard; export the view for the quarterly executive briefing.
“I run my Monday partner meeting from one screen. We used to spend two hours building that view in Excel every week.”