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Policies Report

If you want to get some specific details about the kind of policies you are writing then look here.

A
Written by Annelli Bradbury
Updated this week

This is the Report Button on the side menu and take you to the Reports Dashboard.

Under Policies Report you will find the following information:

  • Policy Internal Reference

  • Policy Number

  • Policy Status

  • Start Date

  • End Date

  • Client Name

  • Industry

  • Lead Source

  • Underwriter

  • Case Handler First Name

  • Case Handler Last Name

  • Case Handler

  • Premium (£)

  • IPT (£)

  • Insurer Fee (£)

  • Broker Fee (£)

  • Broker Discount (£)

  • Client Total Payable (£)

  • Payment Handler

  • Commission (£)

  • Commission Percent (%)

  • Payable to Insurer (£)

  • Invoiced

  • Invoice Number

  • Client Fully Paid

  • Fully Paid Date

  • Insurer Remittance Number

  • Insurer Paid

  • Commission Paid

  • Commission Paid Date

  • Due to Introducer

  • Introducer Paid

  • Finance Overrider (£)

All of which are filterable

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