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 and which can be exported as a CSV or Excel Spreadsheet.
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