The Insurer Bound Premium Summary report provides details about the premium earned by each insurer, per product and premium type, with the option to shift to another report to view the transaction details.
When the report is selected from the reports grid, it opens with the default settings.
|
Product Master Cover |
Select one or more products to restrict the results to those products, or click Select All or Deselect All. |
|
Premium Type |
Select one or more premium types to restrict the results to those types, or click Select All or Deselect All. |
|
Underwriting Year |
Select one or more underwriting years to restrict the results to those years, or click Select All or Deselect All. |
|
Effective Date From/To |
Enter the
dates, or select them from the calendar lookup |
Click Run Report to refresh the report with the new settings.
The first level of the report presents the premium details, both grand totals and the share of the premium for the individual insurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and for the overall totals.
Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report, Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the Distributor Commission Summary. The report will need to be run again from the reports list.
, to restrict the results to
transactions that take effect during the selected
range.