Accounts Receivable Report
Accounts Receivable (Listing & Aging) Report Guide * The Accounts Receivable (A/R) report is fully automated and the data connection is setup to refresh against Production Mirror daily. The schedule refresh is configured to update daily at 6am MST. * It is a tabular report that contains details about what the cu…
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…
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…
Insurer Statement Report
NEW: Insurer Statement You can now access the Insurer / Broker Statement from within the insights module. Here is a quick recording of where to access this report: Insurer Statement Report . (The recording has no sound). Go to insights, select Reports and then choose the Financials section. There is a re…
Renewal Report Guide
Renewal Report Guide This Renewal Report provides you with the following data: * Dataset showing in-force policies as at custom date. * PIF Count. * PIF Premium. * Written Annual Premium. * Slicer allows you to display policies that were in force as at a chosen date. * Property Risk Province and City availa…
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…
Q2 Bnudes Letter 2023
BNUDE'S LETTER - Q2 of 2023 Nude's Letter Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! This edition includes : Office Closure days Articles Tips & Tricks Our people Incase You Missed It Just for Fun …
Production Report Guide
Production Report Tabular report showing all policy details at dec page. * NEW: Updated November 2021 - Status Count added (consolidating PIF Count, PIF Premium and Policy Count). * NEW: Updated September 2021 - Cancellation reason slicer and column. * NEW: Updated August 2021 - On the second page of the rep…
Data Dictionary v11
The Data Dictionary is a centralized repository of information about data definitions used throughout the platform and Power BI (via insights module - Reporting). You can also view this dictionary as a pdf, which appears as an attachment on this article. NEW Power Bi terms - Added June 2022 NEW P…
