1. sales summary reports
2. sales details reports

by state

by account manager

by broker

1. proposal activity

by group

1. o new business sales

by product

• Customer service reports
• Business decision reports

1. detail report
2. summary report
3. case list report

• Group reports

1. group summary report (print renewal)
2. group rate summary
3. experience data for the current rating group
4. adjusted premium for the current rating group
5. group renewal calculation exhibit

• Compiled regional bds reports

1. sold groups
2. pending groups
3. new groups
4. cancelled groups

• Underwriting reports

1. underwriting activity summary
2. rate action report (underwriting activity)

• Book of business reports

1. summary report (actuarial)

• Renewal reports

1. renewal audit report
2. experience factor (renewal) report
3. experience analysis (renewal calculation exhibit) report
4. renewal update sheet report
5. floor rates sheet (renewal report)
6. group renewal calculation exhibit report

• Catastrophic claims reports

1. detail repot
2. summary report

• Optional customization and integration with other reporting tools available

Click below to download product specifications.
Business Analytics Suite