iBroker: Management/User Reports

Management/User Reports

The following reports can be user generated for management use:

  • Business Summary: summary of total business transacted, cash and invoiced, which can be filtered by insurer, policy class, date, currency etc
  • Debtors: summary of invoiced business, which has not been fully paid, that can be filtered by insurer, policy class, date, currency etc
  • Debtors' Aging Analysis: summary of debtors by age of their debt, 1-30 days, 31-60, 61-90, etc, that can be filtered by insurer, policy class, date, currency etc
  • Receipt Summary: summary of payments against the invoices issued which can be filtered by insurer, policy class, date, etc
  • Renewal Letters: printable renewal letter to be mailed/posted which can be filter by date of expiry, insurer, class of policy, etc
  • Renewal List: report of policies due for renewal in the specified time interval
  • Lapsed Policies: report of expired policies which have not been renewed in time

The reports can be generated in Acrrobat/PDF (default), Microsoft Excel and Microsoft Word formats to be edited or reformatted out of the system.

Last Updated: Tuesday, 03 May, 2011


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