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FXe Pulse

Executive Dashboard & Analytics

Real-time visibility across your entire distribution operation — agent performance, pipeline health, STP ratios, and placement trends in one executive view.

What FXe Pulse gives you

Decision-ready intelligence, not just data

Most carriers are running blind — waiting for weekly reports that are already a week stale. Pulse surfaces what's happening right now, so you can act before trends become problems.

Live Activity Map

See where your carrier footprint is active, where applications are flowing, and which states are producing. Geographic visibility at a glance.

Agent Scorecards

Rank agents by production volume, STP rate, quality score, and engagement level. Know who's performing before the month closes.

Pipeline Health

See your full application funnel in real time — submitted, pending, approved, issued, and declined — by product, channel, and state.

STP Tracking

Monitor your straight-through processing rate across products and agents. Identify where friction is costing you placements and speed.

Placement Rate Trends

Track week-over-week and month-over-month placement rates. Spot emerging patterns before they affect your in-force book.

Configurable Alerts

Set thresholds on any metric. Get notified when approval rates drop, agent activity stalls, or STP ratios shift outside normal range.

Dashboard Preview

Executive view — live production data

Representative dashboard — contact us for a live walkthrough of the production Pulse interface.

FXe Pulse — Executive Overview
● Live
June 7, 2026   2:41 PM CT
Apps Today
247
↑ 18% vs yesterday
STP Rate
74.3%
↑ 2.1 pts this week
Issued Today
183
↑ 22% vs 30-day avg
Active Agents
91
— Same as last week
Pending Review
14
↓ 3 need attention
Applications by Product — Today
Med Supp
141
Final Expense
63
Preneed
28
Annuity
15
7-Day Application Trend
247
May 31Jun 1Jun 2Jun 3Jun 4Jun 5Jun 6Today
Pipeline — Active Applications
Submitted
247 apps
STP / Auto-issued
183 (74.3%)
Pending UW
50 apps
Action Required
14 apps
Top Agents — Apps This Week
#AgentStateAppsSTP%
1R. MartinezTX3491%
2K. OstrowskiOH2885%
3D. FranklinFL2472%
4J. WhitfieldIA2288%
5M. NguyenIL1961%
6P. CallahanMO1777%
7T. AbernathyGA1681%
Placement Rate by Top States — MTD
TX
91%
IA
88%
OH
85%
FL
79%
IL
68%
Data refreshes every 90 seconds  •  All times CT  •  FXe Pulse v2.4
⚠ 3 applications awaiting document upload

Representative dashboard — data shown is for illustration purposes. Contact us for a live demo.

What Pulse includes

Every view you need. Zero BI setup.

Pulse comes with six built-in executive dashboard views — no BI developer required, no data warehouse to configure. Connect to Orchestrator and Enroller and your data surfaces automatically.

Executive Summary
KPIs, daily trend, pipeline health, and alert status. The view leadership checks first thing every morning.
Agent Performance
Agent-level scorecards with production, STP rate, quality score, and state coverage. Sortable by any metric.
Geographic Activity
State-level activity map with application volume, placement rates, and carrier footprint visibility.
Underwriting Outcomes
Approval, decline, refer, and STP rates broken down by product, agent, and state. Spot quality trends early.
Pipeline Detail
Full application funnel from submitted to issued. Every pending case, every action-required item, every bottleneck.
Custom Alerts
Set thresholds on any metric. Email and in-platform alerts when something moves outside expected range.
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