New Operations Dashboard to deliver live visibility

We’re continuing to invest in how we support our super fund partners, with clearer insights, greater transparency and more efficient ways to engage with performance data.

The Zurich Operations Dashboard will be providing a self-service reporting experience, bringing together a single, up-to-date view of claims, complaints and underwriting performance in one place.

A new level of insight and transparency

The Operations Dashboard has been designed to give trustees and operational teams meaningful, live visibility. By bringing together key performance data into interactive dashboards, partners will be able to move beyond static reporting to more dynamic, insight-led conversations.

Key benefits include:

• Enhanced governance and oversight
  A single, current view of claims and underwriting performance to support Board and Trustee decision-making.
• Greater transparency across operations
  Clear visibility of volumes, trends, decisions and outcomes across claims, complaints and underwriting-supporting more informed performance review.
• Proactive service management
  Insights into service levels, breaches and trends to help identify issues early and drive continuous improvement.
• Improved efficiency
  Reduces reliance on manual, static reports by providing secure, self service dashboards.
• Advanced digital capability
  Interactive dashboards embedded within the Partner Portal, with automatic refresh and drill down functionality.
• Deeper, insight led discussions
  Enables a more sophisticated understanding of performance drivers through trend analysis and drill downs-not just headline metrics.
• Transition ready reporting
  Supports a smooth shift away from legacy PDFs and spreadsheets while maintaining continuity of reporting. 

What the dashboard will cover

The Operations Dashboard will provide a comprehensive view across key operational areas:

Claims performance and operational reporting

• Monitor claims volumes, processing times and outcomes
• Track open vs closed claims and identify emerging trends
• Understand where delays may be occurring and why

Complaints management

• View complaint volumes, status and resolution timeframes
• Monitor timeliness across IDR and EDR processes
• Identify trends and areas requiring attention

Underwriting performance

• Track application volumes and assessment activity
• Monitor decision outcomes and processing times
• Analyse approval and decline trends

Together, these insights will help answer critical operational questions-supporting more informed decision making and stronger governance outcomes. 

Available soon

The Operations Dashboard will be available to Zurich super fund partners via the Partner Portal.

To learn more or request a preview, please contact your partnership manager to arrange a demonstration.