TFP Analytics On Demand
Approved analytics, on demand — right inside Excel.
Live and signed-off data the moment you need it. No tickets, no waiting, no "can someone pull this for me?"
Powered by Antenna · Built for Excel · Trusted across Fidelis
Live vs Approved — which do I want?
Live data is refreshed daily and is not signed off — perfect for exploring. Approved data is month-end and signed off — use it for external reporting. More in the FAQ.
Why you'll love it
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Lightning fast
Pull live or signed-off analytics in seconds — straight into your workbook.
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Lives in Excel
A simple Antenna add-in does the heavy lifting. If you can type a formula, you're ready.
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Consistent & trusted
Standardised calculations, signed off by the experts — one source of truth for everyone.
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Live or approved
Daily-fresh data for exploration, month-end signed-off data for reporting. Your call.
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Plays nicely
Excel, Power BI, or any REST-enabled tool — your data, your way.
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Genuinely documented
Step-by-step tutorials, worked examples, and a formula reference for every dataset.
What's on the menu
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Live TFPP Analytics
Daily, up-to-the-minute portfolio analytics.
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Approved TFPP
Month-end, signed-off data for external reporting.
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Pipeline
Upcoming deals and conversion tracking for your class.
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Bound
Current-year bound policies with handy time-based flags.
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Performance vs Plan
Actuals against plan, ready to slice and dice.
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Reserving & Triangles
Reserving datasets and claims-development triangles for actuarial analysis.
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Mappings
Broker, MGA, class group and controlling body mappings.
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...and more
Pinewalk, Plan data and every other formula in one place.
Up and running in 3 steps
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1 · Get access
Request the Antenna add-in and you're in — no install faff.
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2 · Drop in a formula
Type an
=ANT...formula and watch the data arrive. -
3 · Build your report
Turn it into tables, pivots and dashboards — then refresh anytime.
Need a hand?
Stuck, curious, or spotted something that doesn't look right? The Portfolio Analytics Team has your back.