Bulletin - January 12th, 2022 - Suite of reports
NEW: Update to insights From Friday 14 th January, 2022 the following two enhancements will be available when viewing the suite of reports in insights. Fulfillment Type slicer The newest slicer and column addition is “fulfillment type”. This slicer will allow you to select between Manual or Modern product. …
Power BI access update
Copy of Email communication sent February 4th, 2022 Hi everyone, If you currently use external links to access PowerBI reports (for example, you may have the PowerBI link saved on your desktop or browser), as of February 28, 2022, these links won’t work. What this means for you Starting March 1, 2022, pleas…
Book of Business Report Guide
Book of Business – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. Tabular report that contains the following: * Policy sales * Written premium * Brokerage commission * Brokerage commission % of …
New Business Policy Details Report Guide
New Business Policy Details – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. This is a tabular report that shows only new business policy sales. Tips * If you forget which criteria you use…
Book of Business Dashboard Report Guide
Book Of Business Dashboard Report Report showing Policy Count for various categories like * Discovery method * Risk Location * Carrier * Age Group Tips * You can click on any of the fields within the visuals and the report will recalibrate with only those results showing. For example; if you wa…
Retention Analysis Report
Retention Analysis Report NEW REPORT - September 2021 : * Policy Retention rates by year. * Premium Retentions rates by year. * Slicers at the top enable you to slice via Carrier, primary contact Province or Policy Type . * Table format at the bottom of the report provides a year by year % rate. Remembe…
Quote Analysis Report Guide
Quote Analysis Report Guide This report is used for quote tracking and displays the following: * Prospective customer demographics * Closing ratio * Lockout ratio * Drop-off ratio * Total quotes * Second page contains tabular and quote specific details. (shows/converts what time the quote was done in loca…
Transaction & Payment Reconciliation report
Transaction & Payment Reconciliation Report Guide * Tabular report that contains details about both transactions and payments for the brokerage. * Displays Company fee, Interest Fee and other Fees (NSF) * Updated daily. Where is it? Open Insights module, click on Reports and open 'Transaction & Payment Rec…
Tax Liabilities report
You can use the Trial Balance OR Transaction and Payment Reconciliation report to identify tax liabilities. Trial Balance report A swift and exact report is available for the Tax Liabilities, and that is the Trial Balance report. You will see when you are in that report that you will have a 'slicer' which allo…
