In this topic, we continue our description of the features of the Phone Book located on the Tables Menu.
If you select a retail agent or broker on the Listing tab, the Production/Acctg tab appears. This tab is for informational purposes so that you can look at production information for the agent/broker at a glance. You can view how many submissions were quoted, how many were bound, past due accounts, and get a high level view of the submissions that were quoted or bound within a specific time frame.
In the Past Due Accounts pane, all past due policy records are displayed with a total amount past due. The contents of the Past Due Accounts pane are arranged in a grid pattern and show the policy ID, due date of past due invoices, amounts owed, remaining balance, the named insured, and the invoice number.
We will discuss, in the steps that follow, how to use the Production Information pane to view how many quotes have been issued or bound within a specific time period.
- In the Period list, located in the Production Information pane, select a time frame from the list.
The boxes below will be populated with data based on the time frame that you selected and the retail agent/broker that you selected earlier.
- Quoted – number of quotes that have been issued
- Bound – number of quotes that have been bound
- Hit Ratio – percentage of quotes have been bound
- Premium – average premium for the selected retail agent/broker
- In the Recent Submissions pane, select a time frame from the list.
- In the Filter pane, select whether to view Submission records or Bound policies.
