Statistical reports We empower you to provide top-tier service to your clients

  • Easily track your clients’ group insurance plans using complete and detailed reports.
  • Back your recommendations with tailored, data-driven solutions.
  • Designed to support plans of all sizes.
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We aim high on your behalf

Our report ordering feature makes it easier to:

Advantage #1

Save time

  • Get detailed stats in a few clicks
  • Ensure close follow-up of your clients’ plan costs
  • Generate reports 24/7
Advantage #2

Deliver exceptional service

  • Advise clients based on their circumstances and usages
  • Anticipate their needs
Advantage #3

Enjoy solid support

  • Rely on a dedicated team providing day-to-day guidance
  • Offer tailored advice to navigate your clients’ needs
  • Access custom reports, available on request
It’s simple and practical

Preview of available reports

One gateway to all your reports to effectively manage your clients’ group insurance plans.

    Experience reports

    Get an overview of premiums, claims and the number of plan members.

    View the reports

    Health and dental care reports

    Access statistics in a few clicks for prescription drug, health and dental care claims.

    View the reports

    Disability insurance reports

    Explore data for plan members on disability and the benefits they receive.

    View the reports

    Life insurance reports

    Get detailed information on life, accidental death and dismemberment, and critical illness claims as well as a list of exempt participants.

    View the reports

    Coverage reports

    Get detailed coverage information according to certificate, age group or other criteria.

    View the reports
And that’s not all

We’ve got even more for you

There are reports available during a policy renewal or termination. Looking for something else?

Your account executive is ready to help.

    Renewal reports

    • Experience report
    • Prescription drug consumption report
    • Report of claims by covered item
    • Report of claims by certificate
    • Report of claims by certificate and covered item
    • Disability benefits report
    • List of disability files
    • Life insurance benefits report
    • List of plan members on waiver of premium
    • List of plan members

    Termination reports

    • List of deductibles reached
    • List of prior authorization drugs
    • Statement of contributions (amount of RAMQ prescription drug payments)
    • List of HSA amounts used
    • List of wellness account amounts used
    • List of plan members
    • List of dependents
    • List of beneficiaries
    • Details on health and dental care insurance

Advisor Centre
Centralized access to all your reports

Locate what you need to generate and view your reports at your convenience in the Advisor Centre.

Once logged in, head to My reports to generate and view your reports.

  • Order a report: use this button to generate a desired report.
  • Pending reports: see requested reports in this section until delivery.
  • Delivered reports: find all reports ready to be viewed.

Everything in one place for fast and easy access!

Already a partner?

Get various statistical reports related to policy renewal in View quotes and renewals.

Well-defined policy on the protection of information

Rest easy. Not only are privacy guidelines reflected in our reports, our employees and partners fully comply with our business practices.

More questions about our reports? We’ve got answers.

Speak to your account executive. Our specialists will take the time to carefully analyze your request and find the best solution for you.

Most reports are typically provided in Excel for easy data analysis, with an option to receive them in PDF format as well.

Data is refreshed monthly, so you always have access to the latest information available.

We enforce rigorous standards to regulate how reports are sent, based on the recipient, nature of the data and purpose of the request.

Keep in mind:

  • Reports are depersonalized so no insured person can be identified, directly or indirectly.

  • If the number of claimants in a given data period is too low, some information will not be displayed.

     

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Catégorie : Online services

Log in to the Advisor Centre to access all its features.

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Catégorie : Contact

Need support? Get in touch with your account executive.