AIQA Analytics

Life Insurance Quality Assurance Verification Report

Report Period

30 Days

April 2026

Executive Metrics

Applications Processed
4,500
30-day period | 150 per day
Issues Identified
592
13.2% detection rate
Critical Issues
216
4.8% adverse misclassification
Classification Accuracy
94.8%
4,054 correct classifications

Issue Analysis & Distribution

Issues by Category

Category Count Percentage
Beneficiary 1 0%
BMI 11 0%
Consent 26 1%
DOB 9 0%
Medical 138 3%
No Issue 3,686 86%
Non-Medical 385 9%
Replacement 7 0%
Residency 3 0%
Tobacco 12 0%

Classification Outcomes

Same Classification
4,054
Adverse Misclassification
216
Reverse Misclassification
8

Team Performance Metrics

Issue distribution and performance metrics by team

Northeast Team

Issues Found: 90
Issue Rate: 11.9%
Critical Issues: 32

Southeast Team

Issues Found: 90
Issue Rate: 11.8%
Critical Issues: 31

Midwest Team

Issues Found: 79
Issue Rate: 10.7%
Critical Issues: 29

Southwest Team

Issues Found: 90
Issue Rate: 12.0%
Critical Issues: 33

West Coast Team

Issues Found: 81
Issue Rate: 10.8%
Critical Issues: 28

Central Team

Issues Found: 94
Issue Rate: 12.2%
Critical Issues: 34

Advisor Performance & Issue Attribution

Individual advisor metrics showing issue identification rates and categorization

Advisor Name Team Applications Issues Found Issue Rate Critical Issues Medical Issues Personal Data Issues
James Smith Northeast Team 380 52 13.68% 18 12 34
Sarah Johnson Northeast Team 375 38 10.13% 14 9 25
Michael Davis Southeast Team 390 48 12.31% 16 11 31
Jennifer Wilson Southeast Team 385 42 10.91% 15 10 28
Robert Brown Midwest Team 370 35 9.46% 12 8 23
Emily Martinez Midwest Team 380 44 11.58% 17 10 29
David Anderson Southwest Team 375 50 13.33% 19 12 33
Lisa Taylor Southwest Team 385 40 10.39% 14 9 26
Christopher Lee West Coast Team 390 45 11.54% 15 11 30
Amanda White West Coast Team 380 36 9.47% 13 8 24
Kevin Harris Central Team 375 55 14.67% 21 13 36
Michelle Garcia Central Team 385 39 10.13% 13 9 25

Policy Change Impact Analysis

Change Type Yes No Total
Premium Change 102 4,176 4,278
Gender Change 3 4,275 4,278
Tobacco Change 11 4,267 4,278
DOB Change 9 4,269 4,278

Issue Classification Reference

Issue Type Description
Beneficiary Ineligible beneficiary selected
BMI Incorrect input of BMI
Consent Consents (Milliman, Payment, Graded Disclosures) not completed
DOB Incorrect input of DOB
Medical Medical questions incorrectly input or skipped
Non-Medical Plan not explained, incorrect data entry
Replacement Replacement question completed incorrectly or skipped
Residency Incorrect input, otherwise ineligible
Tobacco Incorrect input of tobacco status