Contents: The report lists the following information:
Policy Number
Insured's Name
Agency Code
Transaction Effective Date
Effective Date (of Policy)
Expiration Date (of Policy)
MTD (Written Premium)
YTD (Written Premium)
Sorts By: The report sorts by company / state / line of business / transaction type (e.g., New Business, Renewal, Cancellation, etc.) A sub-total for written premium is then displayed within each transaction type. Total written premium by company / state / line of business / transaction type is displayed after each line of business.
Who Uses Report: Accounting or underwriting to monitor written premium by line of business / transaction type on a monthly basis.
When to Run Report: After End of Month Processing.
Input Parameters:
Month
Year
Company (With an option for "All")
State (With an option for "All")
Line of Business (With an option for "All")
Agency (With an option for "All")