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Peak Reporting™

Unlock real-time visibility into your benefits programs with Peak Reporting™ from UnionHub. Designed for administrators, brokers, carriers, and associations, Peak Reporting™ provides up-to-the-moment data across enrollments, premiums, communications, and more, so you always stay ahead of what’s happening.

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Why Peak Reporting™ Matters

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Real-Time Insights, Not Stale Summaries

Traditional reporting often lags by weeks or months. With Peak Reporting™, you get live data feeds that show you where enrollment stands now, how premiums are tracking, and how members are engaging — enabling proactive decision making.

Comprehensive Metrics In One View

Monitor enrollments, premium amounts, communications sent (email, SMS, portal messages), member status changes, cancellation trends, and more — all within a single, unified dashboard.

Better Visibility = Stronger Outcomes

Spot enrollment gaps and payment lags before they snowball. Optimize communication timing. Allocate resources where attention is needed. With Peak Reporting™, your team can move from reactive firefighting to strategic intervention.

Feature

What It Offers

Benefit

Real-time Enrollment Monitoring See daily and hourly trends in member sign-ups and drop-offs Allows you to catch and correct flow issues quickly
Premium Analytics & Forecasting Track actual premiums collected, pending payments, and projected revenue Stay on top of cash flow and financial targets
Communication Tracking Evaluate open rates, clicks, delivery success for emails / SMS / messages Refine messaging strategies to improve engagement
Member Status & Lifecycle Reports Track status changes — e.g. active, lapsed, reactivated, terminated Understand retention and member behavior
Filtered Drill-downs Break data by group, plan type, geography, date segments, etc. Tailor insights for different stakeholder needs
Exports & API Access Export raw data or integrate via API into BI tools or downstream systems Use your preferred analytics stack for further exploration
Enrollment Metric Cards

How It Works

Number 1

Data Captures Automatically

As enrollment, payments, and communication events flow through UnionHub, Peak Reporting™ captures each event in real time — no manual uploads or ETL delays.

Number 2

Dashboard with Live Refresh

Access the Peak Reporting™ dashboard via the UnionHub admin console. Real-time metrics update dynamically — see minute-by-minute changes where relevant.

Number 3

Export, Share, or Embed

Export CSVs, configure scheduled email summary reports, or push key metrics to external systems or stakeholder dashboards using APIs.

UPDATED Enrollment By Date

Use Cases & Value

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Enrollment Campaigns

Measure immediate impact of communications or promotional pushes. See whether a campaign increases sign-ups or if adjustments are needed mid-week.

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Premium Revenue Assurance

Compare projected premiums vs collected amounts in near real time. Catch payment failures or missed drafts quickly, reducing revenue leakage.

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Member Engagement Feedback

Track response to communications — which messages got opens or clicks, and which didn’t — to refine your messaging cadence and content.

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Executive Reporting & Decision Support

Aggregate high-level statistics that leadership needs: live enrollment totals, premium forecasts, and trend analytics — all without pulling manual spreadsheets.

Why UnionHub’s Peak Reporting™ Stands Out

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Seamlessly Integrated

Built into the same platform that manages enrollment, compliance, payments, and member communications. No disconnected modules or third-party reporting tools.

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Scalable & Reliable

Engineered to support programs from thousands to millions of members without performance bottlenecks.

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Purpose-Built for Benefits & Payments

Unlike general BI tools, Peak Reporting™ understands domain-specific metrics like premium, effective dates, member status flows, and communication effectiveness.

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Alignment with UnionHub Philosophy

UnionHub’s goal is to remove friction and manual labor from benefits. Peak Reporting™ furthers that mission by surfacing insights automatically, so your team can focus on action instead of data wrangling.

Enrollment and Breakdown Metrics

Get Started

Ready to put real-time reporting at the core of your benefits operations? Peak Reporting™ is available to all UnionHub clients. Reach out to your account manager or Schedule a Demo to see how you can unlock insights from Day 1.

UnionHub Solutions

Overview
UnionHub Peak™ Platform
– Peak Pay™
– Peak BenAdmin™
– Peak CRM™
– Peak Perks™
UnionHub IQ™
Peak Comms™
Peak Reporting™
Innovations

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