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