Training resources
Make smarter decisions with better data. Learn how Insights360® helps employers and agents spot health plan risks, trends, and opportunities.
How to use Insights360
Find out what’s happening across your workforce and why. Our videos and guides will help you navigate the platform, manage users, and share reports that reveal plan performance. Whether you use Standard Reports or Performance Analytics, you'll find out how to turn data into action.
Standard Reports
The Standard Reports self-service reporting tool serves all Administrative Services Only (ASO), balanced funding, and fully insured groups with more than 50 medical subscribers. Find out how to get quick access to the data and reports you need.
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Standard Reports guides
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Review in-depth written instructions on getting started using Insights360 Standard Reports.
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Employer Standard Reports guide (PDF)
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Agent Standard Repots guide (PDF)
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Standard Reports video training
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Get the most from Insights360 Standard Reports. Our videos walk you through managing users, accessing data, and downloading reports.
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Employer Standard Reports (YouTube)
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Agent standard Reports (YouTube)
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Self-service reporting webinars
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Learn directly from Insights360 experts. These recorded webinars show you how to navigate the platform and generate the reports you need – on your own schedule.
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Employer Self-Service Webinar (YouTube)
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Agent Self-Service Webinar (YouTube)
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Performance Analytics
Performance Analytics offers enhanced reporting for groups of any funding type with more than 100 medical subscribers. Find out how to take advantage of dashboards with drilldowns, visuals, custom reporting, and more.
Need help getting started? We put together a glossary of the key terms you may encounter.
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Performance Analytics guides
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Uncover the insights you need. Review our step‑by‑step written instructions for accessing data and generating key reports.
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Employer Performance Analytics guide (PDF)
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Agents Performance Analytics guide (PDF)
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Performance Analytics overview
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Discover opportunities hiding in your data. Learn how Insights360 Performance Analytics provides secure, web-based access to critical reports, health data, and spending trends.
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Performance Analytics overview (YouTube)
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Custom reports video training
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Need more targeted insights? These videos demonstrate how to build custom reports based on demographic attributes, metrics, and filters.
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Employer Custom Reports (YouTube)
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Agent Custom Reports (YouTube)
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Contact us
Have questions? Email our Insights360 team directly for support.