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Introduction

Broker Earnings Detail

Broker Earnings Summary

Portfolio Analysis

Register of Business Written

Broker Fee Analysis

Introduction

INSIGHT reports are grouped into different headings. The Revenue & Earnings heading captures the following reports:  

Broker Earnings Detail

	This report provides a list of transactions detailing fees and commissions earned based on your selected report type and date range.
	You can further drill down to specific categories such as Client, Branch, Sales Team, Payment Plan etc. using the available filters.
	To better organise the information, you can also group the invoices by Client, Auth Rep & Prod Broker, Branch, Class of Business, Insurer, Payment Plan, Sales Team, Services Team and Transaction Number.

The Report Type options are:

Invoiced

Gross Earned

Net Earned

Broker Earnings Summary

This report provides a list of transactions detailing fees and commissions earned based on your selected style and date range. Unlike the Broker Earnings Detail, there is no option to further drill down to specific categories aside from Payment Plan.

The Style options are:

Summary

Detail

Portfolio Analysis

IMPORTANT: This report pulls current /active policies based on their expiry date. For example, to view the portfolio for the year 1 July 2023 - 30 June 2024, select the From Date and To Date as 1 July 2024 - 30 June 2025.

The report display is based on your Sort By selection - for example, when you choose Insurer, the report will display the total amount of policies written and the earnings breakdown for each Insurer.

You can further drill down to specific categories by setting Select All Records as No. The other fields specific to this report are:

	Net Income Yes - displays total income less AR income No -  displays total income inclusive of  AR income.
	Income Order Yes - displays transactions in the order of highest to lowest total income No -  displays transactions alphabetically based on the Sort By option

Register of Business Written

This report lists invoices written and their income breakdown based on your specified date range. You can view invoices based on the Date Options: Effective Date or Date Posted.

Use the available parameters, filters and grouping & sorting to customise the report according to how you want to review information.

Broker Fee Analysis

	This report is available when the Multiple Broker Fee feature is enabled in INSIGHT.
	Provides a breakdown of fees charged per transaction.

The Report Type options are:

Earned - provides the Date Option = Client Paid Date

Invoiced - provides the additional field, Include Fully Paid Transactions Only = Yes or No and the Date Option = Date Posted or Effective Date

Use the available parameters, filters and grouping & sorting to customise the report according to how you want to review information.