Introduction

INSIGHT reports are grouped into different headings. The Auth Rep & Prod Broker heading captures the following reports:

Auth Rep & Prod Broker Liability Report

This report provides a detailed analysis of the amounts owing to all or a selected Authorised Representative (AR) or Producing Broker (PB). You can create the report showing all owing amounts, just amounts payable or just amounts not yet payable.

It displays the AR or PB earnings and breaks down the amounts by total earnings (inc GST), commission (exc GST), commission GST, fees (exc GST), fees GST, alongside other information. 

Refer to the sample of report headings below:

Authorised Rep Payables 

This report lists the individual policies that make the amounts payable for the selected Authorised Rep (AR) or Producing Broker (PB). The page defaults to show you all ARs and PBs that have amounts payable, however, you can use the Payments For field to filter for a specific AR or PB. Choose the AR or PB you want to create a report for from the list.

Refer to the sample of report headings below