Taylor’s Corner
Taylor’s Corner: Elevate Decision-Making in Your Insurance Business by Mastering Analytics Dashboards
By Taylor Hill, Business Analyst, Cloverleaf Analytics We’re in an age where insurers depend on the depth of quality insurance insights that are delivered quickly to protect from risk, increase growth, and boost profitability. If you’re an executive presenting a new strategy or an employee presenting to senior executives, either way the value of the…
Read moreTaylor’s Corner: 12 Most Powerful Insurance Analytics Features that I am Most Thankful For
By Taylor Hill, Business Analyst, Cloverleaf Analytics As 2024 comes to a close, as our EVP of Sales and Marketing Michael Schwabrow recently wrote in his recap of the 2024 event season, insurers are now ready to take data analytics seriously to use AI to benefit their business and the insured. We’ve had a very…
Read moreTaylor’s Corner: Beary-Not-So-Scary Insurance Analytics Illustrations
Though the sound of learning yet another insurance analytics module or working with dynamic images or text can sound spooky, this feature is very user friendly and adds great context to your insurance data report. The Illustrate module can be used to build dynamic text and images that can be added to your presentation and/or…
Read moreTaylor’s Corner: Migrating Insurance Data
By Taylor Hill, Business Analyst When developing your insurance data environment, new folders or databases are created and previously created content will need to be moved. This includes reports, formulas, analytics dashboards or publications. Instead of recreating these items for the new content, Cloverleaf Analytics offers several ways to conveniently move any needed in just…
Read moreTaylor’s Corner: Customizing Security of Insurance Data in Cloverleaf
Cloverleaf offers a range of databases, models, and dimensions to users. To manage user access and create role-based security within your company, Cloverleaf provides highly customizable security features. These features help streamline user experience and enhance insurance data protection. The member security option allows administrators to control read and write permissions for all users, determining…
Read moreTaylor’s Corner: Optimizing Use of Dashboards
The dashboard, or “Present,” feature of Cloverleaf Analytics offers a way create a storyboard of your business that is highly interactive. Features of the present module include charts, texts, infographics, slicers, images, and data driven dynamics. In today’s article, we will go over a few helpful tips to get the most use out of your…
Read moreTaylor’s Corner: Exploring Parameters (Global Parameters)
Working with the more advanced features of Cloverleaf, like parameters, can be overwhelming, but fear not. Using the tips listed in this post will give you great knowledge of how to create and use them. Parameters are a feature of Cloverleaf that allow users to build lists of items to be used for formulations, filters,…
Read moreTaylor’s Corner: Defining User Roles
Often, we find that there are certain models, discoveries or dashboards that not everyone in the organization needs to have access to. All features of Cloverleaf are governed through roles, which is vital for the security of content within the system. Role management means creating, assigning, or removing users from roles to have better management…
Read moreTaylor’s Corner: Utilizing Subscription Services
The Subscription Services feature in Cloverleaf offers a great way for users to subscribe to discoveries, presentations, and publications and create automated delivery of their selected data on a custom schedule and selected format. In Discovery and Publish, the subscribe button can be found on the top right corner of the canvas next to the…
Read moreTaylor’s Corner: Utilizing Cloverleaf’s New Speech Insights Feature
Cloverleaf customers now have a great new way to interact with data by utilizing Speech Insights. Using this generative AI tool, we are able to create dashboards and reports, access insights on the data, forecast and more within seconds. This tool makes exploring your data more accessible and effective to technical or non-technical user. In…
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