Primary operational indicators - policies report

The report provides aggregate data relating to policies and insurees according to insurance products. The report can be run by users with the system role Manager or with a role including an access to Tools/Reports/Primary Operational Indicators-policies. The table below will provide an overview on primary indicators of the report.

  1. Parameters for selection for the report:

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    Img. 243 Image 205 - Primary Operational Indicators - Policies Report Criteria

  2. Input parameters of the report:

  • Month– the period in which a payment takes place
  • Quarter - the period in which a payment takes place
  • Year - the period in which a payment takes place – mandatory
  • Region – region of activity of enrolment officers
  • District - region of activity of enrolment officers
  • Insurance Product – the drop down list with available insurance products for the district according to standard IMIS rules - mandatory
  • HF code - the drop down list with available HF products for the District according to standard IMIS rules
  1. The title of the report
  • Period (Month/Quarter Year)
  • Region and District
  • Insurance Product ( the code and the name of an insurance product) if specified in the input parameters
  1. Content of the report
Tab. 11 Table Overview of Policies indicators
Code Primary indicators Dimension Description
P1 Number of policies Time, Insurance product The number of policies of given insurance product on the last day of a respective period (Status of the policy is Active, the last day of period is within <Effective date, Expiry day>)
P2 Number of new policies Time, Insurance product The number of new policies of given insurance product during a respective period (Enrolment date is within the respective period, there is no preceding policy with the same (or before converted) insurance product forgiven policy)
P3 Number of suspended policies Time, Insurance product The number of policies for given insurance product that were suspended during a respective period (Status of the policy is Suspended, suspension took place within the respective period)
P4 Number of expired policies Time, Insurance product The number of policies for given insurance product that expired during a respective period (Status of the policy is Expired,expiration took place within the respective period)
P5 Number of renewals Time, Insurance product The number of policies that were renewed forgiven insurance product (or a converte done) during a respective period ( Enrolment date is within the respective period, there is a preceding policy with the same (or before converted) product forgiven
P6 Number of insurees Time, Insurance product The number of insurees covered by policies of given insurance product on the last day of a respective period (An insuree belongs to a family with an active coverage on the last day of the respective period-see P1 )
P7 Number of newly insured insurees Time, Insurance product The number of insurees covered by new policies of given insurance product during a respective period (An insuree belongs to a family with newly acquired policy during the respective period-see P2 )
P8 Newly collected Contributions Time, Insurance product Amount of acquired Contributions (for policies of given insurance product) during a respective period ( Date of payment of a Contribution is within the respective period)
P9 Available Contributions Time, Insurance product Amount of Contributions that should be allocated for policies of given insurance product for a respective period provided a uniform distribution throughout the insurance period takes place. (If the respective period overlaps with <Effective date, Expiry day> of a policy then a proportional part of corresponding Contributions relating to the respective period is included in available Contributions)
  1. Example
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Img. 244 Image 225 - Preview – Primary Operational Indicators - Policies Report