What is Social Intelligence’s Commercial Underwriting Dashboard?

  • Social Intelligence’s Commercial Underwriting Dashboard identifies and retrieves a complete portrait of a company’s online presence.
  • It performs all the necessary source-specific search queries (as determined by our team of experts) and combs through the data and distills it into a consumable and actionable output to allow for instant analysis.
  • Our technology uses dozens of disparate data sources to return unique, real-time results.
  • Utilizing a vast array of data points to search for publicly available online content, our search explores the deep web–far beyond the foremost social media sites such as Facebook, LinkedIn, and Twitter – ensuring that we cast the widest net possible.
  • Our results are categorized into three distinct features: business data, risk analytics, and web results.

 

Why Do I Need It?

Social Intelligence’s Commercial Underwriting Dashboard performs all of the necessary searches for the most accurate results, while sorting through the information aggregated. Our tool distills the results into consumable and actionable data, allowing the user to utilize the information discovered quickly and effectively.

 

Dashboard

  • The Dashboard is the initial page that you will be directed to after signing into the Commercial Underwriting Dashboard.
  • To start a new search, click on the blue “New Search” button on the top left of the page.
    • Historical Records
      • The main table in the middle of the page lists all the historical searches the signed-in user has performed. You are able to view up to 100 records at a time and can browse through additional pages with the paging on the bottom right of the table. To search for a specific record, use the “Search” box above the table on the right.
      • The table shows the date and time of each search, the name of the business, and the overall Risk Analytics score applied to the business during that specific search.
      • Clicking on a search allows you to view the search data and results.
  • Note: Changing the Search Data on an existing record and pressing Search will overwrite the previous record and is not recommended. Instead, click on ‘Search’ at the top of the page to create a new search or return to the Dashboard and use the ‘New Search’ button.
  • To see additional records on the initial dashboard page, use the dropdown menu above the table that reads “Show # Entries”.
  • The graphs on the left of the Historical Records section represent a summary of data points for all the searches performed by the user who is currently signed in.

 

Inputting Search Data

  • To begin a search, click on the link in the Dashboard section of the Commercial Underwriting Dashboard. This will take you to a blank Search Data page.
  • The more information that you provide us, the better.
    • Make sure all information is accurate and spelled correctly.
    • Minimum Search Requirements:
      • Business Name
    • Additional information will improve the quality of the URLs’ match (high, medium or low) as we match the information we find against the information that was provided.
    • The most valuable data points are business website, email address, and phone number, because these are unique data points and are directly traceable.
      • Business website is important because many of the discrete data points available on the web are directly tied to the official website for the business.
      • Email addresses are used to sign up for most, if not all, personal accounts on the web, and we are often able to find these accounts through such information.  
        • In the Business Email field, it is best to input the official contact email for the business, such as “info@business.com”.
        • In the Principal Information Email field, a personal email that is not associated with the business will return the best results.
      • Phone numbers are often used on online commerce sites such as Craigslist or local Classifieds, as well as being uniquely identifiable to an individual or business. If you have the personal phone number for the principal of the company, please enter it under “Principal Information”.
  • Click at the bottom of the page.
  • Results normally return within 30 seconds.

 

 

Output

Business Data

  • Once the search has completed, you will automatically be directed to the Business Data page. If you entered an address as part of the search criteria, there will be a Google Street View image of the inputted address above the navigation tabs, along with the name and address of your current search subject.
  • Below the navigation tabs is a list of data points related to the business discovered by our online search. The amount of data that is returned on this tab is dependent on the online presence of the business that was searched, as well as the quality and quantity of the data that was originally inputted when the search was started.
  • A few important data points are presented in a summary section, followed by a section that displays all the discovered data, called “Full Data.” The data in these sections are organized by type. These categories are Social, Consumer Ratings, Online Metrics, Business Information, Consumer Reviews, and Miscellaneous. For a full list of potential data returned by our search, please refer to our commercial data dictionary.

 

Risk Analytics

  • The Risk Analytics tab provides a comprehensive breakdown of which rules were flagged on each URL. This page can be accessed by clicking the Risk Analytics tab in the navigation panel.
  • The rules are made up of a large database of words and phrases that may represent different types of risk in regards to business operations and insurance underwriting confidence. Each rule is assigned a general guideline to help the user categorize the type of risk represented and a score. The further negative a score is, the more ‘severe’ we have judged the content to be.
  • This page is used to make it easy to discover potential concerns with the business. It is important to validate that the rules were properly applied from the corresponding URLs, as this software only finds literal examples of words and does not judge sentiment or colloquialisms.
  • The table at the top of the page is a summary of the results of the risk analysis. All discovered guidelines are listed, as well as the overall score that represents the aggregate amount of rules found during the search.
  • The table can be filtered by individual columns.
  • The search box on the top right of the tables is used to find individual words or strings within any cell in the table.

 

Web Results

  • The results are presented in the order of their Match (as determined by our proprietary algorithms). Match represents the likelihood that a URL is relevant to the searched data.  
    • There are a range of numerical ratings within each high, medium, or low match level.
      • Within their match level, links are ordered from highest to lowest numerical rating.
      • When links have the same numerical rating, they are alphabetically sorted by domain name (ABCNews, Facebook, Myspace, Twitter).
  • If you hover over any of the table columns (Page, Category, Data Matched, Match) and select the arrow that appears, you can sort that column by alphabetical ascending or descending order.
  • You can hover over Page or Data Matched to see the full display if it does not fit into the allotted area.
  • The only clickable portion of the results are the URLs, which open in a new tab when clicked.
  • You may search for a specific word from any column in the table by using the “Search” box on the top right above the URL results.

 

 

Account Options

After logging in, the username for the account of the current user will be visible on the top right of the screen. Next to the username is a black arrow. Clicking the username will open a dropdown menu that provides account specific options.

  • If you are an account administrator, the first option on the account menu is Manage Activity. On this page the administrator will be able to view the search history of all users associated with the account, timestamps for all previous searches, and info inputted into the search. The records in this table can be filtered by time, user, and provided info. The entire table can also be downloaded via CSV from this page.
  • Manage Blacklist provides the user with the ability to block certain domains from being included in the Web Results section. To add 1 or more domains to this list, click the button that says “Add Domains.” 5 blank spaces will appear. Enter your domain/s in these spaces. It is not necessary to fill in all 5 spaces, but if you need more you can simply click “Add Domains” again. When you are finished, be sure to click the “Save” button next to the new domain. To clear empty boxes that were not filled out, click cancel.
    • If you added a domain to this list as a mistake, simply press the delete link on the same row as the domain. If you would like to keep the domain on the list, but want to temporarily allow the domain to appear in results, unclick the box under “Active”.
  • Account Administrators will have the ability to select Manage Users from this menu. This page gives administrators the ability to add, delete and edit all users associated with the company account. Specific users can be found through the search bar above the users list.
  • Social Intelligence is always looking to improve our products. If there are any comments or concerns that would be helpful to us, or that would make your experience with our product easier, please select Provide Feedback from this menu and tell us.

 

Frequently Asked Questions

Q: Which data fields are utilized in your search?

A: All the fields that you provide are utilized!

Q: Does it matter how I format the phone number entry?

A: Any format of a 10 digit phone number is accepted.

  • xxx yyy zzzz
  • xxxyyyzzzz
  • (xxx) yyy-zzzz
  • Etc…

Q: What should I enter into the Additional Information entry field at the bottom of the form?

A: Include: Anything that you may specifically be looking for in the search, such as the name of the stolen goods (24 inch rims) or name of the body part they reported damage to (knee). When the “include” term is found along with other identifying information, the link is given a higher relevance.

Exclude: Perhaps another person or entity shares a similar title, and you want to reduce the “noise” on the results (e.g. searching another Bob’s Burgers, you would want to exclude ‘cartoon’ or a phrase like ‘television show’).

Q: How up-to-date are the results we receive back?

A: Every time a search is initiated, we search the internet in real-time so the data is as current as possible. Historical information is also searched so we won’t overlook an old news article or blog post, for example.