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Insurance and healthcare · Board and regulator packs

Monthly operational reporting where the data cannot leave the building.

Claims, quality, capacity and revenue cycle reports for boards and regulators. The numbers come from systems that no cloud service is allowed to see. INSYNCR runs inside Microsoft PowerPoint on the analyst's own machine and reads those systems with the analyst's own credentials.

No credit card · Your data stays on your PC · Windows, Office 2016+

Board and Regulator Pack.pptxSaved to this PC
FileHomeInsert DesignINSYNCR Oracle
Group healthBoard and Regulator Pack
Loss ratio64.2%
Claims closed18,402
Open over 90 days311
Any line over target turns red
Claims warehouse
  • Group health
  • Dental
  • Short term disability
  • Vision
  • Pharmacy
0 of 34 lines of business
  • 1Connect the source
  • 2Bind the shapes
  • 3Rule the formatting
  • 4Generate one per record
Example data
The Board and Regulator Pack generated from the claims warehouse, one document per line of business. Example data.
The reports

What this industry runs on INSYNCR.

Board and executive packs

Monthly and quarterly, the same deck, refreshed from the warehouse.

Quality and operational dashboards

In slide filtering shows one region, plan or facility at a time from one template.

Regulatory submissions

Figures that reconcile to the source, with a reviewer who checks the deltas.

The first question

What this industry asks before it buys.

Nothing is allowed to leave our network.
The answer

Nothing does. INSYNCR is an add in that runs inside PowerPoint on the user's own Windows machine and reads the source with the user's own credentials. There is no INSYNCR server in the path and no upload step, which is the reason a regulated site can use it at all.

The security summary

How it works here

Link once. Refresh forever.

1

Connect with existing permissions

SQL Server, Oracle or ODBC, with the accounts and roles IT already granted.

2

Bind the pack

Every text box, table and chart to its query or cell.

3

Refresh or generate

One click for the board pack; Snapshot for one file per plan, region or facility.

The sources you already have

SQL Server, Oracle, PostgreSQL, ODBC, OData, Excel and SharePoint. No INSYNCR cloud in the path.

Who runs it
  • Independence Blue Cross
  • AGS Health

Named as the site names them. All customers.

"It saves me so much time, by taking the administrative and repetitive away, so I can focus on quality."
Data analyst, Lumen Research
Which plan

Professional for this report

Professional connects to the databases. It also works with no internet connection at all, which is what air gapped environments need.

FAQ

Questions from this industry

Where does patient or member data go?

Nowhere. The add in reads the source on the user's PC and writes the slide. There is no upload, no INSYNCR server and no copy stored by us.

Does it work on a locked down or virtual desktop?

Yes. Windows 10 and 11 and Windows Server 2012 to 2025 are supported; licenses follow the user, and rebuilt desktops can be set up per session.

Can IT get a security summary?

Yes, on the For IT page, as a PDF, with the compatibility, licensing and buying details on the same page.

Go deeper

The pages behind this one.

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No credit card · Your data stays on your PC · Windows, Office 2016+