Taylor’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…

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Taylor’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…

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Taylor’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…

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Taylor’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…

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Taylor’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,…

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Taylor’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…

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Taylor’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…

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Taylor’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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