Policy Invoice Reports

Use policy invoice reports to help you manage your invoices, payments, etc. Reports return information on items showing in the Invoices list for your selected policy.

Policy Invoice Reports Process

1
Run the Reports
2
Premium Due – Reports information on due premiums including policy holder and number, line of insurance, gross, balance due, etc.
3
Premium Receipt – Reports information on premium receipts including policy holder and number, line of insurance, reporting period, etc.
4
Premium Receipt Summary – Reports summary information on premium receipts including balance information, policy holder and number, reporting period, etc.
5
Premium Receivable Aging – Reports information on premium receivables at 30, 60, 90 and 120 days.
6
Premium Past Due – Reports past due premium data including premium administrator information, balances, reporting period, etc.
7
Premium Statement Summary – Reports premium summary information including reporting period, invoice amounts, received amounts, etc.
8
Medical Stop Loss Accrued Revenue – Reports accrued revenue for your stop loss policies. Includes policyholder information, gross revenue, deductions, net revenue, etc.
9
Group Term Life Accrued Revenue – Reports accrued revenue for your group term policies. Includes policyholder information, gross revenue, deductions, net revenue, etc.
10
Medical Stop Loss Accrued Commissions – Reports accrued commissions for your stop loss policies. Includes policy information, gross premiums, contract number, etc.
11
Medical Stop Loss Accrued Sub-Producer Fees – Reports accrued sub-producer fees for your stop loss policies. Includes policy information, gross premiums, contract number, etc.
12
Medical Stop Loss Accrued Carrier Fee Reconciliation – Reconciliation report for stop loss carrier fees. Includes policy information, total accrued carrier fees, contract number, fees due, etc.
13
Medical Stop Loss Accrued Premium Tax Reconciliation – Reconciliation report for stop loss premium taxes. Includes policy information, total accrued taxes, contract number, taxes due, etc.
14
Medical Stop Loss Accrued MGU Fee Reconciliation – Reconciliation report for stop loss MGU fees. Includes policy information, total accrued fees, contract number, fees due, etc.
15
Medical Stop Loss Accrued Override Reconciliation – Reconciliation report for stop loss overrides. Includes policy information, total accrued overrides, contract number, overrides due, etc.
16
Medical Stop Loss Accrued Net Premium Reconciliation – Reconciliation report for stop loss net premiums. Includes policy information, total accrued net premiums, contract number, net premium due, etc.
17
Medical Stop Loss Accrued Excess Layer Reconciliation – Reconciliation report for stop loss excess layer. Includes policy information, accrued excess layer, contract number, excess layer due,etc.
18
Medical MGU/Sub-Producer Fee Journal – Reports MGU and sub-producer payments and balances. Includes payment and balance information for both MGU and sub-producers.
19
Premium Applied Log – Gives a log of applied premiums. Includes effective date, policyholder, report period, gross premium, write offs, etc.
20
Premium Received By Marketing Rep – Reports premium data by marketing representative. Includes marketing rep, policy type (new or renewal), policy holder, line of insurance, gross premium, etc.