1 / 61

Agent Web Reports

Agent Web Reports. How You Doing?. Agent Web Reports. Part 1: Decoding the Agent Reports. Becoming familiar with the five reports and the information available in them. Agency Key Measures. This is the first screen you will come to. Agency Key Measures.

warner
Download Presentation

Agent Web Reports

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Agent Web Reports How You Doing?

  2. Agent Web Reports Part 1: Decoding the Agent Reports Becoming familiar with the five reports and the information available in them

  3. Agency Key Measures • This is the first screen you will come to

  4. Agency Key Measures • This is the first screen you will come to • It provides a summary of most critical data for the current year and the last

  5. Key Measures At a glance you can measure the success of … This Year

  6. Key Measures vs. Last

  7. Agency Production Statement • Provides one-page reference of aggregate production

  8. Agency Production Statement • Provides one-page reference of aggregate production • Contains common performance ratios

  9. Agency Production Statement • Provides one-page reference of aggregate production • Contains common performance ratios • Provides 5-year comparative history

  10. Production Statement Combines Current Month and Year-to-Date figures into the same table for easy comparison

  11. Production Statement Provides Cancellations/Non Renewals, Loss Ratio & Aggregate Retention

  12. Production Statement The History section provides overview data on the past five years.

  13. Loss Summary Report • Provides specific details by individual claim Policy/Claim Insured Name/ Claimant Name Accident Date Incurred Month Incurred YTD Accident Date Reserve Balance Total Incurred Cause - Body Part Status SNOWY SKI LODGE SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  14. Loss Summary Report • Groups claims by Insureds • Provides specific details by individual claim Policy/Claim Insured Name/ Claimant Name Accident Date Incurred Month Incurred YTD Accident Date Reserve Balance Total Incurred Cause - Body Part Status SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  15. Loss Summary Under the group heading of each Insured, you will be provided with information on every adjustment made during the time period you specify Incurred Month Incurred YTD Total Paid Reserve Balance Total Incurred Policy/ Claim Insured Name/ Claimant Name Accident Date Status Cause - Body Part SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  16. Loss Summary The detail includes…. the status of each claim Incurred Month Incurred YTD Total Paid Reserve Balance Total Incurred Policy/ Claim Insured Name/ Claimant Name Accident Date Status Cause - Body Part SNOWY SKI LODGE SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  17. Loss Summary The detail includes…. Reserve Balances Incurred Month Incurred YTD Total Paid Reserve Balance Total Incurred Policy/ Claim Insured Name/ Claimant Name Accident Date Status Cause - Body Part SNOWY SKI LODGE SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  18. Loss Summary The detail includes…. And group subtotals Incurred Month Incurred YTD Total Paid Reserve Balance Total Incurred Policy/ Claim Insured Name/ Claimant Name Accident Date Status Cause - Body Part SNOWY SKI LODGE SNOWY SKI LODGE SMITH, JACKIE SHORE, PAUL E GORE, ALAN EASTWOOD, CLINTON KRUZ, THOMAS GREENTHUMB LANDSCAPING CARSON, JON E LOPEZ, JEN

  19. Written Premium Report • Provides detail of transactions that affect Written Premium HI RISE CONTRACTORS Cancel (Pro Rata) LIKE NEW REFURBISHING Cancel (Pro Rata) Coverage Change JACKRABBIT DELIVERY Final Audit MOO COW DAIRY Coverage Change HIGH BROW GALLERIES

  20. Written Premium Report For any given transaction that hits your Written Premium…. HI RISE CONTRACTORS Cancel (Pro Rata) LIKE NEW REFURBISHING Cancel (Pro Rata) JACKRABBIT DELIVERY Coverage Change MOO COW DAIRY Final Audit HIGH BROW GALLERIES Cancel (Pro Rata)

  21. Written Premium Report You will get a detailed description of what that transaction was. HI RISE CONTRACTORS Cancel (Pro Rata) LIKE NEW REFURBISHING Cancel (Pro Rata) JACKRABBIT DELIVERY Coverage Change MOO COW DAIRY Final Audit HIGH BROW GALLERIES Cancel (Pro Rata)

  22. Policy Retention Report • Shows all policies expiring in a given time period Yes Big Impact Marketing Yes Molly Heart MD Yes Red Riding Hood Dentistry Yes Jack Smile, D.D.S Donna Molar DDS Yes

  23. Policy Retention Report • Shows all policies expiring in a given time period • Provides details regarding renewals and non-renewals Yes Big Impact Marketing Yes Molly Heart MD Yes Red Riding Hood Dentistry Yes Jack Smile, D.D.S Donna Molar DDS Yes

  24. Policy Retention Report For every policy that expires in the time-frame that you select…. Big Impact Marketing Yes Molly Heart MD Yes Red Riding Hood Dentistry Yes Jack Smile, D.D.S. Yes Donna Molar DDS Yes

  25. Policy Retention Report You will get the detail of how much premium was lost or retained Big Impact Marketing Yes Molly Heart MD Yes Red Riding Hood Dentistry Yes Jack Smile, D.D.S. Yes Donna Molar DDS Yes

  26. Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports

  27. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports

  28. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports • Production Statement

  29. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports • Production Statement • Loss Summary

  30. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports • Written Premium • Production Statement • Loss Summary

  31. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports • Written Premium • Production Statement • Policy Retention • Loss Summary

  32. Key Measures Agency Web Reports Part 1 Re-cap In Part 1 we took a look at several reports • Written Premium • Production Statement • Policy Retention • Loss Summary Let’s move on to Part 2

  33. Agent Web Reports

  34. Agent Web Reports Part 2: Access and Navigation Getting in and getting around the reports

  35. Getting Started Access to the web reports will be restricted to authorized personnel. eBusiness agents can pass through directly from My Accounts, and traditional agents should use the Password assigned to them by Accident Fund.

  36. Select “My Reports”

  37. You will automatically be brought to the Agency Key Measures report Premier One Agency Premier From here you can…. Welcome to the Agency Reporting System Premier One Agency 100 East Eden Avenue Chicago, IL 60601 Tier: Region: Agency ID: Premier Great Lakes 00000

  38. You will automatically be brought to the Agency Key Measures report Premier One Agency Premier From here you can…. Welcome to the Agency Reporting System Confirm your identification information Premier One Agency 100 East Eden Avenue Chicago, IL 60601 Tier: Region: Agency ID: Premier Great Lakes 00000

  39. You will automatically be brought to the Agency Key Measures report Premier One Agency Premier From here you can…. Welcome to the Agency Reporting System Confirm your identification information Premier One Agency 100 East Eden Avenue Chicago, IL 60601 & Tier: Region: Agency ID: Premier Great Lakes 00000 View summary information

  40. Premier One Agency You will also see elements that are common to all the reports Premier Welcome to the Agency Reporting System Premier One Agency 100 East Eden Avenue Chicago, IL 60601 Tier: Region: Agency ID: Premier Great Lakes 00000

  41. Premier One Agency You will also see elements that are common to all the reports Premier

  42. Filtering Data Premier One Agency Premier All of the reports contain a “dashboard” at the top of the window that allow you to filter the information to your preference

  43. Filtering Data Premier One Agency Premier In general, the categories“Region, Sub Region, BDC, Tier”would be static for any given agency, since only one of each of these categories apply

  44. Filtering Data Premier One Agency Premier You can, however…. change the timeframe of the information you wish to view, and

  45. Filtering Data Premier One Agency Premier You can, however…. View only information for one of your sub-agencies

  46. Filtering Data Premier One Agency Premier If you have multiple Sub-Agencies and wish to view the information for all of them, be sure that the “Aggregate Subs” box is checked.

  47. Filtering Data Premier One Agency Premier Remember to click the “Apply Filter” button to refresh the information once you have selected your filter categories

  48. Premier One Agency Premier In addition to filtering information, the “dashboard” allows you to…. Convert the on-screen report into a PDF file for easy printing and distribution to others who don’t have report access and….

  49. Premier One Agency Premier In addition to filtering information, the “dashboard” allows you to…. convert the data into a Microsoft Excel spreadsheet so that you can graph, chart, and reorganize the information.

  50. Premier One Agency Premier Also, there is a navigation bar that allows you to “jump” to any of the five reports

More Related