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| == Operations Reports ==
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| {| class="wikitable"
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| !Report Name
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| !Description
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| |-
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| |Self Evaluation Performance Tracking
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| |Tracks individual agent or team member performance metrics.
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| |-
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| |Team Performance Tracking
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| |Measures team-wide productivity and effectiveness.
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| |-
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| |Commission Activity
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| |Details commission transactions and activities per agent or team.
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| |-
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| |High-level View
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| |Summarizes overall operations metrics, potentially as a dashboard.
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| |-
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| |Commission Statement
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| |Provides detailed statements of commissions earned by agents.
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| |}
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| == Applications Reports ==
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| {| class="wikitable"
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| |Report Name
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| |Description
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| |-
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| |Agency Quotes Apps New Business
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| |Lists and tracks new business applications and quotes by agencies.
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| |-
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| |New Business Processing Timeline
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| |Tracks the processing time for new business applications.
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| |}
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| == Premium Reports ==
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| {| class="wikitable"
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| |Report Name
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| |Description
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| |-
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| |Cancellation Processing Timeliness
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| |Measures efficiency in processing policy cancellations.
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| |-
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| |Daily New Business Policies by Policy Type
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| |Tracks daily new policy issuance categorized by policy type.
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| |-
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| |Endorsement Processing Timeliness
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| |Tracks timeliness of processing policy endorsements.
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| |-
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| |Daily Written Premium Report by Policy Type
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| |Summarizes premiums written daily, organized by policy type.
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| |-
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| |Days to Renewal
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| |Tracks days remaining until policy renewal.
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| |-
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| |Earned Premium Detail by Month
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| |Provides a detailed breakdown of earned premiums on a monthly basis.
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| |-
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| |Earned Premium by Month
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| |Summarizes earned premiums month-over-month.
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| |-
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| |Snapshot Report
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| |A high-level snapshot of policies and premiums at a given time.
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| |-
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| |Expired Policies
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| |Lists policies that have expired within a defined timeframe.
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| |-
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| |Policy Cancellations
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| |Tracks canceled policies and associated details.
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| |-
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| |Policy Ops Master
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| |Consolidates operational details for policies.
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| |-
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| |Renewal Retention
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| |Measures policyholder retention during renewal periods.
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| |-
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| |Renewal Processing
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| |Tracks efficiency and status of renewal processing.
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| |-
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| |Policies and Premiums in Force
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| |Displays currently active policies and their premiums.
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| |-
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| |Written Premium And Fee Transaction Detail
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| |Provides detailed records of written premiums and associated fees.
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| |-
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| |Agency Policy Expirations
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| |Lists policies nearing expiration for each agency.
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| |-
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| |Agency Policies and Premiums in Force
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| |Tracks active policies and premiums at the agency level.
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| |-
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| |Agency Written Premium
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| |Details premiums written by each agency.
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| |-
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| |Agency Score Card
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| |Scores and evaluates agency performance based on predefined metrics.
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| |-
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| |Agency PIF Retention
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| |Tracks the retention rate of policies in force for each agency.
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| |-
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| |Surplus Lines Tax And Fee Transaction Detail
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| |Records tax and fee transactions for surplus lines policies.
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| |-
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| |Written Premium Compare
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| |Compares premiums written across defined periods or categories.
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| |}
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|
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| == Claims Reports ==
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| {| class="wikitable"
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| |Report Name
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| |Description
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| |-
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| |Policy Coverage Claims Special
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| |Tracks special claims associated with specific policy coverages.
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| |-
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| |Claim Flood Polling
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| |Monitors claims related to flooding events.
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| |-
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| |Claim Loss
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| |Records financial losses associated with claims.
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| |-
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| |Claims Loss Ratio
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| |Compares claims losses to premiums collected, a key insurance metric.
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| |-
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| |Claims Payments
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| |Tracks payments made for claims.
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| |-
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| |Claims Activity by Month
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| |Summarizes claims activity on a monthly basis.
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| |-
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| |Claim Ops Master
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| |Provides an overview of operational details for claims processing.
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| |-
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| |Closed Claims
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| |Lists claims that have been resolved and closed.
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| |-
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| |Claims Reported
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| |Tracks all reported claims, open or closed.
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| |-
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| |Claim Reserve Month End
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| |Details reserved amounts for claims as of the month-end.
| |
| |}
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