Pending Business

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 policies with a comp plan linked to them are included in the report.

Click the attachment below for a sample Pending Business report.

Report Results




View

  1. Go to the Main Menu.
  2. Click Reports – Pending Business.
  3. Select Agent or Carrier from the filter.

Export

  1. Go to the Main Menu.
  2. Click Reports – Pending Business.
  3. Select Agent or Carrier from the filter.
  4. Click the export icon .