Clear insight, better decisions
Reporting & MI
Visibility
Accurate data, clear reporting and regular reviews, so you always know how your products and customers are performing.
Insight You Can Act On
Our dedicated MI team gives you clear, accurate data across everything we handle on your behalf. We don't just send reports. We review them with you, so insight turns into improvements for your business and your customers.
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Full Visibility
Detailed monthly MI across every product and claim.
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Customer Insight
See how customers experience every journey.
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Shared Reviews
Regular reviews with your dedicated Account Manager.
How it works
Clear Data, Shared Decisions
We make it simple to understand your performance and act on what the data shows.
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Agree Your Measures
We agree the reporting and KPIs that matter most to your business.
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Receive Your MI
Detailed MI packs arrive monthly, with data delivered securely in an agreed format.
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Review Together
Your Account Manager reviews performance with you at least monthly, with quarterly reviews and workshops.
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Act & Improve
We agree what needs to change and take improvements forward together.
Why partners choose Coplus
Reporting That Works For Your Business
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Clear Visibility Across Your Portfolio
Get a complete picture of claims, sales and customer outcomes, with consistent reporting that helps you understand performance and make informed decisions.
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Insight Tailored To Your Needs
From detailed monthly MI to tailored reports, we focus on the measures that matter most to your business, products and customers.
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More Than Just Reporting
We review performance with you regularly, identifying trends, addressing challenges and turning insight into meaningful improvements.
Frequently asked questions
Reporting & MI FAQs
What MI does Coplus provide?
Partners receive detailed monthly MI covering claims, product performance, complaints, call quality, vulnerability and consumer outcomes. Every MI pack is backed by regular performance reviews with your dedicated Account Manager.
How often will I receive reporting?
MI packs are delivered monthly. Your Account Manager reviews performance with you at least once a month, and we also hold quarterly reviews and workshops to look at longer-term trends.
Can reporting be tailored to my business?
Yes. At the start of our partnership, we agree the reports and KPIs that matter most to your business, products and customers. Our systems can report on a wide range of data fields, so we can shape your MI around what you need to see.
Does Coplus MI support Consumer Duty and regulatory oversight?
Yes. We provide monthly management information in line with the FCA’s value measurement definitions, alongside annual fair value assessments and consumer outcome reporting. This gives you clear evidence of how products are performing for customers and where improvements could add value.
What happens after I receive my MI?
We don’t just send reports. Your Account Manager talks you through the results, highlights trends, flags any challenges and agrees what needs to change. We then take those improvements forward together.
Get in touch
Trusted By Brokers and Insurers Across The UK
We work with brokers, insurers, and partners to deliver products and services that add value, strengthen relationships, and support customers when they need it most.
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Affinity & Partners
Start selling ancillary products in weeks with dedicated support and tech built for seamless integration.
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Brokers
Enhance customer value through flexible products, claims expertise and operational support.
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Insurers & MGAs
Access governed products, scalable claims operations and flexible distribution solutions.
Talk directly with the team
We aim to respond within 2 working days