Step 6 - Add Reports

Step 6 - Add Reports

There are multiple reports to help you calculate, project, analyze and track premium and commission for your policies.

  1. Pending Business – displays annualized premium and first year commission on policies in underwriting.
  2. Analytics – summary of annualized premium, projected commission, or paid commission by client, agent, carrier, product, or type.
  3. Revenue Projection – project revenue over a 10 year period by year and month.
  4. Projected vs Actual – compares projected commissions to actual commissions received.
  5. Missing Commission – provides a historical view of commissions paid and missed by carrier.
  6. Advanced Commission – shows advanced commissions and debit balances.


Add Reports
  1. Go to the Main Menu.
  2. Click Reports.
  3. Select a Report Type.
  4. Click ADD REPORT.
  5. Complete the required fields.
  6. Click SAVE.

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