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Introduction

Insurer Liability Report

Insurer Master List

Insurer Payables

Insurer Statement

Introduction

INSIGHT reports are grouped into different headings. The Insurers heading captures the following reports: 

Ensure you set Select All Records as No, to further drill down to specific categories such as Branch, Sales Team, Class of Risk, etc.

Insurer Liability Report

This report provides a detailed analysis of the net amounts owing to all or a selected Insurer for the chosen As At date. You can create a report showing all owing amounts, just amounts payable or just amounts not yet payable. 

Refer to the sample of report headings below: 

Insurer Master List

This report can be generated in 3 different styles:

Summary - provides an insurer list with general class of risk information

Detail - provides an insurer list with class or risk and premium information

Itemised - provides an insurer list with transaction and premium information

Insurer Payables

	This generates a report for one insurer listing the individual policies that make up the net amount payable.
	Use the Parameters and Date Selection to generate the Insurer Payable List, choose one Insurer from the list, choose the Export Report As option, then Run Report.
	The Insurer Payable List auto-updates as soon as you update the Parameters and Date Selection. The options available are: Parameters - Fully Paid = Yes or No  Date Selection - Date Selection = All, Insurer Credit Term Date or Effective Date  Date - choose from the calendar date or manually enter the date

Insurer Statement

This report provides a statement showing the debit, credit and balance of each policy for the chosen insurer as of the chosen As At date. Use the Parameters to enter the nam of the insurer and customise the report, then choose an As At date, an Export Report As option, then Run Report.