STANDARD REPORTS

Operations

  • • Daily Business

    • Selection By Day; Product Count Statistics.

  • • Active Policies

    • Selection By Product Type.

  • • Expirations

    • Selection By Status - Non-Renew; Re-Underwrite; Active.

  • • Claims

    • Selection By Claim Type, Agency, & Territory. Output File For Re-Insurance Reporting.

  • • Exposure

    • Selection By Product Type. Summary By Zip Code & Detail By Policy. Output File For Re-Insurance Reporting.

  • • Payment Reminders

  • • Treaty Report

  • • Proof Of Mailing


Accounting (All Also Output To Excel)

  • • Month End Commissions

    • Selection By Agency. Permanently Archived By Agency.

  • • Paid

    • Detail By Policy & Day; Summary Breakdown of Section I Premiums, Section II Premiums & Fees.

  • • Un-Paid

  • • Pre-Paid

  • • Dual Masthead Reporting For Section II Premiums

  • • Activity

    • Selection By New Business, Renewals, Cancellation, Re-Installments, Premium Endorsements & Lapsed.