You can access the Policy Profitability Report by clicking the Policy Profitability Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Policy ID parameter and Value field to display the corresponding parameter value. By default the Value field of Policy ID is filled with the value “ALL”.
You can click the button adjacent to the Policy ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
You can also use the Search field to find a value present in the Lookup window.
Click the button. The search operation is performed using the entered Policy ID parameter and the report is generated. A sample report is displayed in the following diagram:
The header of this report displays Customer ID, Customer Name, City, State, Zip, Country, Policy ID, Line of Business, Policy Status, and Policy Type details.
The contents of the report are the following:
|Product||Displays the product name.|
|Vendor||Displays the vendor name.|
|Policy Start Date||Displays the policy start date.|
|Renewal Date||Displays the policy renewal date.|
|Premium Amt||Displays the premium amount per period.|
|Premium Due Date||Displays the premium due date.|
|Frequency||Displays the premium payment frequency.|
|Primary Payee||Displays the name of the primary payee.|
|Primary Payee Credit %||Displays the credit percentage of the primary payee.|
|Payee 2||Displays the name of the secondary payee.|
|Payee 2 Credit %||Displays the credit percentage of the secondary payee.|
|Transaction ID||Displays the transaction ID.|
|Eff Date||Displays the effective date.|
|Transaction Type||Displays the type of the transaction.|
|Premium Amt||Displays the premium amount.|
|Incoming Commission Amt||Displays the incoming commission amount.|
|Comments||Displays the comments.|
|Currency||Displays the default currency.|
This report also displays all the Payees, Commission Rate, Commission Amt, and default Currencies along with the total Commission Amount.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
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