The Insurance Policies data source in Gather Analytics provides a detailed look at insurance policy information connected to each case. This data source helps funeral homes track the status and details of pre-need and at-need insurance policies, offering valuable insights into how insurance plans contribute to case funding and management. Each row represents a unique insurance policy associated with a case, allowing for thorough policy tracking and reporting.
Where Does the Data Come From?
The data in the Insurance Policies data source is collected from records inputted during case management in Gather. Insurance Payments are added in Gather as a payer on the contract payers page:
If you write policies with Homesteader Life Company and have enabled the Gather integration with them the policy data will be pulled in automatically from Homesteaders.
Column Definitions for the Insurance Data Source
The Insurance Policies data source includes a range of columns that provide comprehensive information about each policy linked to a case. Here’s a breakdown of the key columns:
Funeral Home: The location in Gather to which the case currently belongs.
Case Type: The type of case (e.g., At-Need, Pre-Need, Trade, One-Off), which can be adjusted as the case progresses.
Case Number: The unique identifier assigned to the case, which can be modified as needed.
KeepTrack #: A non-changeable, unique 7-digit code assigned when KeepTrack™ is initialized to maintain accurate chain of custody.
Case Name: The decedent’s name from the Death Certificate, formatted as Legal First Name + Legal Last Name, with a link to the Organize page.
Case Workflow: The custom workflow currently applied to the case, which adapts Gather's functions to match your operational needs.
Case Assignee: The team member currently assigned to manage the case.
Case Created On: The date the case was first created in Gather, or the date of the most recent Case Type conversion (e.g., from Pre-Need to At-Need). The field includes time details on hover and in downloads, based on the funeral home’s time zone.
Case Created On (simple): The original case creation date, not affected by Case Type conversions. This can result in incomplete data for converted cases; consider using the more detailed Case Created On field.
Case Death Date: The safest way to filter by the decedent’s date of death. If unavailable, it defaults to the case creation date or, in converted cases, the most recent conversion date.
Case Death Date (simple): The date of death specified in the case vitals, without adjustments for missing data or conversions. For accuracy, use Case Death Date.
Status: The current status of the insurance policy (e.g., active, pending, expired).
Insured: The name of the insured individual.
Policy Number: The unique identifier for the insurance policy.
Insurance Company: The insurance provider associated with the policy.
Insured DOB: The date of birth of the insured individual.
Insured Age: The age of the insured person at the time of policy initiation or as of a certain date.
Insured Gender: The gender of the insured individual.
Insured Email: Contact email for the insured person.
Insured Phone Number: Phone number for direct contact with the insured.
Insured Address: The physical address of the insured individual.
Policy Status: Indicates the current standing of the policy (e.g., active, lapsed).
Product Type: The type of product or plan covered by the policy.
Face Value: The total coverage amount provided by the policy.
Report Examples: Using Insurance Policies Data
The Insurance Policies data source allows for various types of reports to support financial tracking and case management. Here are some example reports you can create:
Active Insurance Policies Overview: A report that lists all active insurance policies, their face value, and issue dates to provide insight into current coverage.
Policy Provider Summary: Generate a report showing the distribution of insurance companies involved across all cases, highlighting key partnerships or common providers.
Insured Demographic Report: Create a report detailing the age, gender, and contact information of insured individuals to understand the client base better.
Policy Value Analysis: A comprehensive report that totals the Face Value of all active insurance policies, giving insight into potential revenue from insurance sources.
Accessing the Insurance Policies Data Source
Access to the Insurance Policies data source is managed by funeral home admins to protect sensitive client data:
Individual Access: Admins can grant or restrict access to the Insurance Policies data source based on employee roles, ensuring that only authorized personnel can view policy information.
Location-Specific Access: For funeral homes with multiple locations, admins can manage access per location, aligning permissions with job responsibilities and privacy needs.
Admin Privileges: Admins automatically have full access to the Insurance Policies data source within their locations to maintain oversight of policy management.
These access controls help maintain data security while allowing authorized staff to work with the insurance data necessary for their roles.
Need More Help? 👋
If you have questions about using the Insurance Policies data source or need assistance with setting up reports, reach out to our team anytime or call us at (208) 908-0488. We’re here to help!