The following account reports are available:
Note: In this section, "Broker" refers to a third-party wholesaler Managing General Agent, rather than a "brokerage."
Use the Broker List report to obtain a complete or filtered list of an agency’s brokers. Other common uses of the report include
1099 reports
In Modify Criteria, set Receives 1099 to Yes, No, or Both, based on your business needs
In Layouts, remove a column in the output to free up some space, and then insert the Receives 1099 data column into the Output Builder.
Agency defined code searches/reports
Modify Criteria: Agency defined codes
Go into Layouts. Insert Agency Defined Codes into the Details region in the Output Builder
System workflow audits
Use this report to verify that all client information was completed properly.
This report displays all broker/producer commission agreements defined in the system.
This report displays client attachments and their Attached to information. You can use this report to verify naming and descriptions, to find all items attached in a specific time period, or to locate a specific attachment.
The Client List report is used to obtain a complete or filtered list of an agency’s clients. Other common uses of the report include
Contact information searches/reports
Modify criteria: City, Province, Postal code, County, Country
Agency defined code searches/reports
Modify criteria: Agency defined codes
Go into Layouts. Insert Agency Defined Codes (found on the Criteria tab) into the Details section in the Output Builder.
System workflow audits
Use this report to verify that all client information was properly completed.
Understanding a given account's relationship to other accounts based on the Descendent of field
Modify criteria: Descendant of Lookup Code
Find clients with a current or future policy regardless of whether or not they have expired policies. This report provide a list of all current clients.
Add Criteria: Condition of Policies
Modify Criteria: At least one current/renewed policy
Search for all clients who have current or future business with you or have had business in the past.
Add Criteria: Condition of Policies
Modify Criteria: At least one expired/history or current/renewed policy
Search for clients who either have only expired policies or no policies at all.
Add Criteria: Condition of Policies
Modify Criteria: No current/renewed policies
Gather a list of new prospects to whom to market.
Add Criteria: Condition of Policies
Modify Criteria: No expired/history or current/renewed policies
Generate a list of clients whose business was newly acquired within the last policy term.
Add Criteria: Condition of Policies
Modify Criteria: Only current/renewed policies
Create a list of clients with whom you have had only past business. This could assist in identifying marketing opportunities.
Add Criteria: Condition of Policies
Modify Criteria: Only expired/history policies
Create a list of accounts with or without at least one contact with a CSR24 Self-Service Portal account. Regardless of your Yes, No, or Both selection, the report displays only the client account that meets the criterion, not specific contacts with or without portal accounts.
Add Criteria: Client Portal Account
Modify Criteria: Select Yes to find accounts with at least one contact with a portal account. Select No to find accounts with no contacts with a portal account. Select Both to find all accounts with and without contacts with portal accounts.
This report displays all company commission agreements defined in the system.
The Company List report is used to obtain a complete or filtered list of an agency’s companies. Other common uses of the report include
Bill mode searches/reports
Modify Criteria: Bill Mode Code
Go into Layouts. Insert Bill Mode Code in the Details section in the Output Builder.
Reconciliation method searches/reports
Go into Layouts. Use Direct Reconciliation Method as the Major Sort in the Output Builder.
Insert Direct Reconciliation Method in the Details section in the Output Builder.
IBC code searches/reports
Go into Layouts. Use IBC Code as the Major Sort in the Output Builder.
Insert IBC Code in the Details section in the Output Builder.
Agency defined code searches/reports
Modify criteria: Agency defined codes
Go into Layouts. Insert Agency Defined Codes into the Details section in the Output Builder.
System workflow audits
Use this report to verify that all company information was completed properly.
The Contact List report is used to obtain a complete or filtered list of an agency’s client contacts. Other common uses of the report include
Date of birth reports for marketing purposes or birthday cards
Go to Layouts. Insert Individual Personal/Date of Birth into the Details section in the Output Builder.
Contact information searches/reports
Go to Layouts. Insert Contact info/Number, Extension and Email Web into the Details section in the Output Builder.
Use ContactMethodCode as the Major Sort in the Output Builder.
Classifications searches/reports
In Modify Criteria, select Contact Class to include or exclude in the report.
Go to Layouts. Remove any column and its header to free up some space, and then drag and drop Data Column Contact Class into the Output Builder.
System workflow audits
Use this report to verify that all contact information was completed properly.
Create a list of contacts with or without a CSR24 Self-Service Portal account.
Add Criteria: Client Portal Account
Modify Criteria: Select Yes to find all contacts with a portal account. Select No to find all contacts without a portal account. Select Both to find all contact with or without a portal account.
The Employee List report is used to obtain a complete or filtered list of an agency’s employees. Other common uses of the report include
1099 reports
In Modify Criteria, set Receives 1099 to Yes, No, or Both, based on your business needs.
In Layouts, remove a column in the output to free up some space, and then insert the Receives 1099 data column into the Output Builder.
Date of birth reports for birthday cards
Insert a Date of Birth data column in the Output Builder.
Employment status reports
Insert full or parttime or terminated data columns into the report. Alternatively, use either of these two data columns as major sorts in the Output Builder.
Compensation reports
Insert Compensation Type, Salary, and Hourly Wage data columns into the report output. Alternatively, use these data columns as major sorts and minor sorts to see employees sorted by compensation
Agency defined code searches/reports
Modify criteria: Agency defined codes
System workflow audits
Use this report to verify that all employee information was completed properly.
The Finance Company List report is used to obtain a complete or filtered list of an agency’s finance companies. Other common uses of the report include
Agency defined code searches/reports
Modify criteria: Agency defined codes
System workflow audits
Use this report to verify that all finance company information was completed properly.
The Other Interest List report is used to obtain a complete or filtered list of an agency’s other interests, including additional interests, bill to, and certificate holders. Other common uses of the report include
Agency-defined code searches/reports
Modify criteria: Agency defined codes
System workflow audits
Use this report to verify that all Other Interest information was completed properly.
The Vendor List report is used to obtain a complete or filtered list of an agency’s vendors. Other common uses of the report include
1099 reports
In Modify Criteria, set Receives 1099 to Yes, No, or Both, based on your business needs
In Layouts, remove a column in the output to free up some space, and then insert the Receives 1099 data column into the Output Builder.
Agency defined code searches/reports
Modify criteria: Agency defined codes
System workflow audits
Use this report to verify that all vendor information was properly completed.