Business Reports

 



 

 

 

  Business Reports – Customized Reports

 

 

One of the most powerful and useful options that InsurancePro supports is the ability to create many different customized reports. You can easily generate many different and helpful Agency Reports. Following lists a few examples of the types of reports you can generate:

  • A comparison of the percentage of New Business and Agency fee generated by each Agent versus the overall production.

  • A list of all policies expiring in the next month, where you can choose the fields to include in the report.

  • The percentage of quote given versus quotes converted to active policies for each agent.

and many, many others.

 

You can choose to generate a custom report from the "Agency Tool" Menu in the Main Menu, or from "Custom Reports" in the sliding "Report Options" menu in "Business Reports".

 

 

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Description of Step 1:

 

 

There are Four types of report you can start with

  • Agent Report: Choosing the Agent Report will allow you to generate a comprehensive report about agent performance. You can either choose to display a detailed list of each policy your Agents have written, or you can display a summarized analysis of the business they have written. These reports can even tell you how many Auto, Homeowners or commercial policy each agent wrote, or how much percentage of the business was done through a particular agent.
     

  • Company Report: Company Reports allow you to generate in-depth and informative graph about company performance. You can either generate a detailed list of each policy you sold through a particular company, or you can choose to display a summarized report of the business you have been placing with any company. You can even select options to generate how much business each agent placed with a particular company.
     

  • Policy Type Report: Policy Type Reports basically groups information with respect to the type of policies you have written (Auto, Homeowner, Commercial, etc). You can choose to generate a list of each policy written for a particular Policy type, or you can generate a summarized report, which can give you a good analysis of how much business each Policy category generates.
     

  • Payments Report: Payments Report allows you to generate custom reports about payments received or checks written.

Once have chosen the type of report you would like to generate, click on the Next button.

 

DESCRIPTION OF STEPS FOR AGENT, COMPANY OR POLICY TYPE REPORT

 

Description of Step 2:

 

 

You can either choose to create a summarized report, or a detailed one. In a summarized report, you will basically generate statistical information about your business, which will help you in evaluating your production. Detailed Reports basically generates list of clients, by allowing you to choose the fields you would like to see, and the order you would like to sort it in.

 

Description of Step 3:

 

 

In this step, you can choose the fields that you would like to see in the report. Depending on whether you are creating a summary report or detailed report, InsurancePro will let you select different fields. To add a field to the report, double click on it, or select it and then press the "Add>" button. You can also reorder fields by selecting them and moving them up and down.

 

Description of Step 4:

 

 

In the final step to generate the report, you can select the following options:

  • For detailed report, you can select to include policies that were created, sold, expired, or cancelled between specific dates.

  • For summary report, you can select to include policies that were created or sold between specific dates.

  • For detailed report, you can choose the field by which you want to sort the records.

  • For detailed report, you can get a list of quotes by checking "Generate report for Quotes".

  • Depending on the type of report (Agent, Company or Policy Type), you can choose to generate report for all, or just one particular agent, company or policy type.

  • You can also choose to generate the report for only a specific location.

Once you have chosen all the options, click on "Start" to view the report.

 

DESCRIPTION OF STEPS FOR PAYMENT REPORT

 

Description of Step 2:

 

Choose if you want to list received payments, or checks written.

 

Description of Step 3:

 

 

Choose the fields that you would like to see in your report. Depending on whether you selected a report for payments or checks, InsurancePro will show you related fields to choose from.

 

Description of Step 4:

In the final step to generate the report, you can select the following options:

  • You can select to payments or checks between specific dates.

  • You can choose to group payments or checks by Account, Payment Method, Company, Payee or Agent.

  • You can choose the field by which you want to sort the records.

  • You can choose to generate report for all, or just one particular Account, Payment Method, Company, Payee or Agent.

  • You can also choose to generate the report for only a specific location.

  • You can choose to specify a secondary group. For example, if you want to all "Down Payment" showing how much total was for "Cash", and how much was for "Check", you can specify the secondary group to be "Payment Method". This is how the report will look like:

 

 

Save/Load Template:

InsurancePro allows you to save your selected options as a template. If you plan to repeatedly generate a report with the same options, you should save the template. When you load a saved template, InsurancePro automatically selects all the options you had saved. All you will have to do is to specify new dates, and/or modify any other required information and click on "Start".