STREAMLINE YOUR WORKFLOW, CLIENT REPORTING, AND PROVIDE YOUR PEO WITH REAL MARKET INTELLIGENCE

 

i3 provides web-based dashboards and tools to help your PEO automate reporting, maximize customer retention, mitigate the ultimate cost of claims, identify positive and negative outliers in your portfolio and turn your data into actionable analytics.

Easily manage your PEO

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  • Track and manage insurance activity for your PEO
  • Understand customer relationships across every asset
  • Benchmark payroll/policy trends over time and assets
  • Run a full PEO analysis to view loss ratios, premium volumes, claim counts and more in seconds
  • Quickly simulate your portfolio with or without individual segments with our Include/Exclude functionality

Rapid claims insights

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  • Monitor all claims activity across multiple carriers from one location
  • Track open claims to measure changes in incurred and reserve values
  • Identify claims outliers to mitigate the total cost of risk
  • Easily identify severity and frequency drivers within your portfolio or program
  • Utilize a private labeled loss run creator to generate branded loss runs for your client companies

Customized reporting

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  • Create custom reports in Excel or PDF
  • Create client company reports that bring your policy and claims data together in a robust and clean document
  • Leverage a variety of filters to segment and customize your reports
  • Produce branded reports and documents with our private labeling capabilities

Experience Mod Monitoring

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  • Identify client companies and class codes that are negatively affecting your future experience modification factor
  • Utilize payroll and claims data to monitor performance without the inherent bias of carriers’ rates and premiums
  • Compare the performance of your client companies against their peers according to individual state bureaus
  • Track prior years’ history to identify poor performing segments of business

Schedule a demo and enable your agency with industry leading analytics from i3