Distribution monthly scorecard

9 min

📊 Scorecard contents

The monthly scorecard reports these measures, one page per channel plus a consolidated view. Definitions, formulas and data sources live in the KPIs and Performance Measures space — the scorecard states values and trends only.

Open KPI Definitions Library

🔄 Monthly reporting lifecycle

Data extraction completed from policy admin, CRM, and actuarial systems

Finance reconciliation and tolerance checks performed

RAG thresholds automatically applied and validated

Business owners submit commentary for all consecutive amber/red indicators

Distribution leadership reviews consolidated scorecard

Approved scorecard published and archived in the reporting library

🗺️ Reporting process overview

flowchart LR
    A[Source Systems] --> B[Data Extracts]
    B --> C[Scorecard Workbook]
    C --> D[Reconciliation Checks]
    D --> E[RAG Classification]
    E --> F[Leadership Review]
    F --> G[Publication & Archive]
    D -->|Exception| H[Finance Operations Escalation]

🛡️ Operational governance

Role	Responsibility	Escalation Trigger
Distribution Operations	Produce and validate the monthly scorecard	Data not delivered by working day 6
Finance Operations	Own financial reconciliation and tolerance disputes	GWP variance exceeds 0.5%
Channel Heads	Provide commentary and remediation actions	Amber/red KPI without owner action
COO Office	Review persistent operational risk themes	Any KPI red for 3 consecutive months

📈 Live scorecard workbook

The live scorecard workbook (sample data):

Production

Quality

Operations

Measure	Target	Tolerance
Gross written premium vs plan	100%	95% amber, 90% red
New business policy count	Plan	10%
Quote-to-bind conversion	32%	28% amber

Measure	Target	Tolerance
First-pass completeness of proposals	85%	75% amber
Never-taken-up rate	< 4%	6% red
12-month persistency	88%	84% amber

Measure	Target	Tolerance
Intermediary onboarding cycle time	10 working days	15 amber
Referred-quote turnaround	4 business hours	8 amber
Control self-assessment: overdue actions	0	any = amber

🚦 RAG rules

ℹ️ Commentary requirements

Red or amber for two consecutive months requires a commentary block: cause, action, owner, date. Green measures carry no commentary — the scorecard is for exceptions, not narration.

⚠️ Escalation threshold

Any KPI remaining red for three consecutive reporting periods must trigger a remediation plan review with the Distribution COO and Finance Operations. Owners must provide recovery milestones and revised target dates before the next ops review.

🧩 Data quality and control principles

Source data must remain system-derived with no manual adjustment inside the reporting workbook.

Reconciliation differences greater than 0.5% must be investigated before publication.

Missing values are recorded explicitly as "no data" rather than left blank.

Historical KPI thresholds may only be changed through the KPI governance approval process.

💼 Executive review expectations

During monthly operational reviews, leadership focus is expected on:

Persistent amber/red trends

Material deviations from production plan

Deterioration in customer or intermediary quality metrics

Operational control themes and remediation progress

Emerging distribution capacity constraints

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