Reports
Goals
The Goals report allows you to set goals based on premium or commission and track the results over a selected period. Click the attachment below for a sample Goals report. Report Parameters Name Track - Annualized Premium or Actual Commissions ...
Advanced Commission
The Advanced Commission report is a list of policies paying advanced commissions. The advanced commission is compared to the projected YTD “earned” amount based on the comp plan for the policy. The difference is the balance owed if the policy lapses. ...
Missing Commission
The Missing Commission report shows a history of imported commissions for a carrier. It provides a lookback to determine if commissions are missing on a specific policy. Only policies with a comp plan linked to them are included in the report. Click ...
Projected vs Actual
The Projected vs Actual report compares projected commissions to commissions received over a specified period. Only policies with a Comp Plan linked to them are included in the report. Click the attachment below for a sample Projected vs Actual ...
Revenue Projection
The Revenue Projection report projects revenue over a specific period by year and month on Active policies. Revenue is also included from Termed policies while they were active. Only policies with a comp plan linked to them are included in the ...
Analytics
The Analytics report provides detailed information by client, agent, carrier, product, or type. Results are calculated for annualized premium, projected commission, or actual commission paid. Click the attachment below for a sample Analytics report. ...
Pending Business
The Pending Business report displays annualized premium and first year commission on policies in Pending status. Pending policies are still in underwriting and have not paid an initial commission. The report can be filtered by Agent or Carrier. Only ...