Reports for Life Insurance Agency Owners and Advisors
These reports gather what a life insurance agency records across policies, premiums, benefits and statements. All of them draw on one set of records, so the owner and the advisors see the same figures.
Why the reports read from one record
In many agencies the due diary, the commission sheet and the claims notes are kept apart. A question from the owner then needs three files read side by side. Here, one policy record feeds every report. A premium entered once appears wherever it matters.
The reports
Who acts on them
The owner reads commission and lapses. Advisors read premiums due and benefits coming up for their own clients. The servicing desk works from the premium and grace lists each morning. Team leaders read proposals and lapses for their group.
What the figures reflect
A figure reflects what has been recorded. Receipts must be entered, statements loaded and statuses updated before a report is whole. A report that looks short often means a record the desk has yet to update.
What the client decides
The agency chooses which reports go to whom, and how often they are sent. More reports can be built from anything already stored against policies and clients. Any report used for tax or an insurer’s audit is for the agency’s accountant to review.
Frequently asked questions
Are the figures live?
Yes. They change as the desk records receipts and updates statuses.
Can an advisor see only their own clients?
Yes. What a report shows depends on who opens it: an advisor sees their own book, while the owner sees the whole agency.
Can the reports be exported?
Yes. Each list can be downloaded to a sheet or printed for a meeting.
Can a report beyond this list be added?
Yes, if the figures are already stored against policies or clients. New reports are planned with the agency at the start.
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