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Agent Statement
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A statement is grouped by invoice payable date. Payable groups are as follows:
Past Due, Current, Direct Bill, On Account, and Premium Financed
Within each group, policies are sorted in either Policy Number or Named Insured order.
Each policy shows all activity, endorsements, credits, etc. Your agents will find
account reconciliation to be a simple process.
When sorted by "Named Insured", a single insured will has all polices grouped together.
The "Premium Finance" group shows credits on policies financed. Premium returned to the
finance company is not reflected in statement totals.
Benefits Include:
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Your agent will easily see open items and previous month's activity.
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Your agent will easily see all past due items grouped together.
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Your agent will easily see his clients returned premium activity on items financed.
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