The following reports are available from the Management Reports category of TAM Reports.
Both TAM Reports and TAM Classic Reports are available: the title bar denotes what version of the reports you are currently in. TAM Reports opens by default and all reports are available from this area.
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.
Click to see the available Criteria.
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 pounds invoiced or commission pounds 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.
Click to see the available Criteria.
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 annualised form (if you select the annualisation criteria).
Click to see the available Criteria.
The Call Analysis Report summarises the phone calls made to prospects and customers that are stored in the Phone Call Log File. This report is used to analyse the call data.
Click to see the available Criteria.
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.
Click to see the available Criteria.
The ELTO Report provides Brokers the facility to record and report on those who have suffered injury or disease in the workplace, identify the relevant insurer quickly and efficiently through a centralised database.
Click to see the available Criteria.
The ELTO Spreadsheet Extract is an Excel raw data dump, providing ERN, Policy and Policyholder information for risks that include Employers Liability based on the search criteria input by the Broker.
Click to see the available Criteria.
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.
Click to see the available Criteria.
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.
Click to see the available Criteria.
This report lists the existing NAIC and SIC codes, either for reference purposes or to track repeated/missing codes.
Click to see the available Criteria.
The Production - Order by Commission report is a simple production report, showing total production for each customer, sorted from highest to lowest commission amount.
Click to see the available Criteria.
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.
Click to see the available Criteria.
The Production - Year-to-Year report compares production for two selected years. It is based on the calendar or fiscal year.
Click to see the available Criteria.
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 analyse 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 pounds invoiced or commission pounds 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.
Click to see the available Criteria.
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.
Click to see the available Criteria.
The Production - Detail by Producer report is a production report ordered by introducer. This report shows the introducer percentage of agency revenue and premiums. If there are multiple introducers on a transaction, it splits the agency commission and premium between the introducers, based on the introducers' percentage of the total introducer commission for that transaction.
Click to see the available Criteria.
The Production - Summary Comparison by Introducer report is a summary production report ordered by introducer 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.
Click to see the available Criteria.
The Sanctions Client Data Search indicates for each Client Contact entered on the system, whether they have been checked against the Sanctions List, and if so by whom and when.
Click to see the available Criteria.
The Sanctions Prosp Data Search indicates for each Prospect Contact entered on the system, whether they have been checked against the Sanctions List, and if so by whom and when.
Click to see the available Criteria.
The Telephony Synchronization report provides a list of phone numbers, customer names and Client or Prospect numbers.
Click to see the available Criteria.
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.
Click to see the available Criteria.