Contents: Displays the following:
Producer
Number of in-force policies
Written Premium: Month - to - Date (MTDWP), Year - to - Date Premium (YTDP) and Prior Year
Earned Premium: Month - to - Date (MTDEP), Year - to - Date Earned Premium (YTDEP) and Prior Year
Unearned Premium (UEP) and Prior Year Earned Premium (PYEP)
Sorts By:
Company / State / Line of Business / Agency.
The report also displays the group totals for each agency, each combination of Company / State / Line of Business and a grand total.
Who Uses Report: Underwriting can use this to monitor In Force policies and premium by agency / producer on a daily basis.
When to Run Report: Daily; after End of Day Processing has completed.
Input Parameters:
Date: MM/DD/YYYY
Company / State / Line of Business: With an option for "All" companies / states / lines of business
Agency: With an option for "All" agencies