Contents: This report displays a detailed listing of each agency's commission direct bill transactions within a user specified time period. For each agency, the report shows:
Effective Date
Expiration Date
Transaction Date
Insured Name / Description
Policy Number
Reason (e.g., New Business, Cancellation, Endorsement, etc.)
Balance Forward
Credit
Premium
The report displays a sub-total for each agency. A grand total for all agencies is shown at the end.
Who Uses Report: Accounting to review and pay agency commissions.
When to Run Report: The report can be run at any time; preferably after End of Month Processing.
Input Parameters:
Start Date
End Date