The following reports are available from the Management Reports category of TAM Reports. Select a report from the list to jump to that report section.
Currently TAM Reports is undergoing a reports engine upgrade. During this process, both TAM Reports and TAM Classic Reports will be available. TAM Reports opens by default and many reports are available from this area. Any reports grayed out in the list are only available from TAM Classic Reports. TAM Classic Reports function as before, and by default only the reports that were not converted display. To view all reports in classic mode, select Options > Show All Reports.
Note: All Month-End, User Defined, and reports with an output of Queue Report must be done in TAM Classic Reports.
Select a report from the list to jump to that report section:
The Book of Business Report - Order by Commissions presents the agency's current book of policies, sorted by commission totals. It includes the total premiums and commissions for current policies.
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The Book of Business - Cross-Reference report compares the agency's book of business for a selected month and year with a previous month. The report presents the figures from each period and the difference between the periods, shown as the percentage change in premium dollars invoiced or commission dollars earned. This provides perspective on an agency's growth. The results of the report may be saved to recreate a report or for use on future comparison reports.
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The standard Book of Business Report presents the agency's current book of policies. The report may be generated for specific subsets of policies or all policies. The policy premiums are shown in their actual and annualized form (if you select the annualization criteria).
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The Call Analysis Report summarizes the phone calls made to prospects and customers that are stored in the Phone Call Log File. This report is used to analyze the call data.
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The Customer List prints all or a portion of the agency's customers. The report shows the status of each customer for the dates specified.
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The Exclusion Report presents all active policies for which no production item transactions have been entered during a selected time period. The Exclusion Report is used to verify that the agency has received the correct commission from the carrier for all active policies.
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The Expiration Report lists policies in the system due to expire within a specified time period. This list can be used as a source document for contacting customers about policy renewals or for marketing new products to customers. Run this report at least once a month.
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The Management Summary report combines summaries of other reports on the Reports Menu, including the Production, Book-of-Business, Aged Receivables, Cancellation, Claim, Expiration, Activity, and Exceptions Reports, plus the Cash Journal Status and Status of Accounts Reports from the General Ledger Menu. You may show all summaries or show only selected sections. This enables owners and managers to focus on specific areas of the agency's activity.
The report provides a way to check for report inconsistencies. If a report item seems inconsistent on the Management Summary report, use the full version of the represented report to examine possible problem areas in detail.
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This report lists the existing NAIC and SIC codes, either for reference purposes or to track repeated/missing codes.
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The Production - Detail by Producer report is a production report ordered by producer. This report shows the producer percentage of agency revenue and premiums. If there are multiple producers on a transaction, it splits the agency commission and premium between the producers, based on the producers' percentage of the total producer commission for that transaction.
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The Production - Order by Commission report is a simple production report, showing total production for each customer, sorted from highest to lowest commission amount.
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The Production - Quarterly report is a production report ordered by branch and carrier. It presents the premium totals for each carrier for each month of the quarter, a year-to-date total, a last-year-to-date total, and variance.
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The Production Report provides two report options. The first, the standard Production Report, is used to review the transaction activity of the agency. The Production Report can be used to analyze the agency's production in many different ways. The second option, the Cross-Reference Production Report, is used to compare current period production with the same period in the previous year. Production is compared during the selected time period and for the year prior to that period. The net change in production is presented as a percentage change in premium dollars invoiced or commission dollars earned. This report allows you to track an agency's growth from year to year. The Cross-Reference Production Report may also be produced to show totals for the various types of production in a table format. The results of each run of the report may be saved to recreate a report or to be used as comparison figures on future reports. Adjustments are not reflected in this report.
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The Cross-Reference Production Report is used to compare current period production with production for the same period in the previous year. This report allows you to track an agency’s growth from year to year. The Cross-Reference Production Report may also be produced to show totals for various types of production in a table format.
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The Production - Summary Comparison by Producer report is a summary production report ordered by producer with comparison to the prior year. It can be run for a single month or for year-to-date. It presents the premium, commission, and net premium for the period and the prior year period.
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The Production - Year-to-Year report compares production for two selected years. It is based on the calendar or fiscal year.
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The Utility Log Report lists the TAM utilities that have been run. The report can be run by operator ID, utility name, and date. The report will display the operator ID, utility name, and a description of the options selected by the user who ran the specified utility.
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