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MGA/GA Wholesalers
The insurance automation system
That's all about saving you time and money. |
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Report Set: For your convenience, here is a sample report set. All reports can be run for any period at any time. You do not need to wait for a daily, monthly or yearly post to get registers or financials. Any report with year-to-date figures (financials or sales analysis) are based on your fiscal year. Note that all sample reports and forms are in Adobe Acrobat (PDF) format. Adobe offers a free reader at the following website. Click here to download your free Adobe Acrobat Reader Receivable Reports Run reports for any previous period any time. No posting is required to produce registers. Invoices have plenty of room for default comments or override with custom comments. Invoice Register - Daily Invoice register, detail mode shown Age Summary - Summary in premium order, largest to smallest. Age Detail - High detail age report What Agent Owes - What client owes me. Use this report to determine whom to issue DNOC's. Agent Statement - Agent statement grouped by payable period. Cash Register - Daily Cash Register, detail mode shown Cash Deposit - Daily deposit to accompany your deposit slip. Payable Reports Run reports for any period anytime. Account Current - Monthly payable activity What I owe Company - What I owe my companies Check Summary - What makes up a check Check Register - Daily check register, summary mode shown General Ledger Reports Run reports for any period anytime. Trial Balance - Summary trial balance shown General Ledger Detail - General ledger details Income & Expense - Income & Expense Balance Sheet - Balance Sheet Management Summary - Daily, monthly & yearly activity Sample Invoices and Change Request Form Invoice Forms for each transaction type shown here. New Business Invoice - Sample Invoice. Notice default payable date. Endorsement Invoice - Endorsement Invoice. Includes "Change Sequence Tracking" Cancellation Invoice - Sample Invoice Reinstatement Invoice - Sample Invoice Change Request - Generic Change Request with plenty of room for comments Production Reports Sales Analysis reports are generated based on payable carriers. MTD & YTD figures. Comparisons to last year. YTD based on fiscal year. Other production reports are based on insuring carrier, contract, agent, underwriter, operator and many more. Use this same production report to track policy status. Policies not issued status shown below. Sales Analysis by Agent - Sales activity by Agent Sales Analysis by Company - Sales activity by company. (By class also available) Insuring Carrier Production - Production by insuring carrier, with commissions, fees & profit Insuring Carrier Production Details - Same report, but with all policy activity shown Policies Bound but not Issued - Policy tracking report shows polices not issued Submission Tracking & Suspense Reports Track submission activity agent, underwriter, contract or other important groupings. Use suspense to insure each transaction is handled properly. Suspense reports can be run by agent, operator, contract or other important groupings. Hit Ratio - Track which agents are bringing you business. Underwriter Submissions Activity - Track which underwriters bring in the business Agent Open Suspense - Open agent suspense, also run for operator, underwriter, etc... Quote & Binder Forms These are free format to meet your specific needs. We keep track of these forms by contract, by line of business. You can quote here or quote in another system. Fax or email forms, invoices or letters. Email attachments are converted to PDF. General Liability Quote - Free Format Quote form you customize. Note letter included. Property Section Quote - Another sample free format quote template. General Liability Binder & Invoice - Quotes are copied to binders. Note invoice & letter included. Cancellation Forms Intent to cancel, rescission, cancellation & reinstatement forms. Intent to Cancel Notice - Sent to Agent Intent to Cancel Notice - Sent to Insured Postal Marker - Sent to Insured Intent to Cancel Notice - Sent to Additional Interest Rescission Notice - Sent to Agent Rescission Notice - Sent to Insured Rescission Notice - Sent to Additional Interest Cancellation Invoice - Invoice Cancellation Calculation - How we cancelled policy Cancellation Endorsement - Endorsement Form Reinstatement Notice - Endorsement Form Reinstatement Invoice - Invoice |
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