Daily Reports
Periodic Reports


  • Application Batch Edit Report

  • Application Edit Batch Listing/Cash With Application

  • New Business Reports:

    - Underwriting Maintenance Report
    - Underwriting Submitted Report
    - Underwriting Delivered Report
    - Underwriting Cancelled Report

  • Underwriting Pending Issue Report

  • Underwriting Pending Delivery Report

  • Policy Face/Schedule Page

  • Statement of Policy Cost and Benefit Information

  • Non-Forfeiture Value Sheet

  • Cash With Application Journal

Return to Top
  • Agent Advance Statements

  • Agent Numerical Rosters

  • Agent Alphabetical Roster

  • Agent Hierarchal Report

  • Manager Numerical Roster

  • Agent Maintenance Report

  • Manager Maintenance Report

  • Agent Production Report

  • Agent Tracer Report

  • Agent License and Appointment Report

  • Agent Mailing Labels
Return to Top
  • Policy Maintenance Report

  • Policy Cease In Force Register

  • Late Payment Offer Report

  • Government Allotment Listing

  • Daily Bank Draft listing

  • Premium Notices

  • Premium Reminder Notices

  • Dividend Notices

  • Miscellaneous Policyholder letters

  • Checks to Policyholders

  • Group/List Bill Maintenance Report

  • Group/List Bill Statement

  • Policy Loan Maintenance Report

  • Dividend, Endowment and Accumulation Maintenance/Reconciliation Report

  • Premium Deposit Fund Maintenance/Reconciliation Report
Return to Top
  • Payment Register

  • Maintenance Report

  • Claims Pending Reports

  • Claim Summary Report

  • Explanation of Benefits Paid Letter

  • Entire range of Paid Claims Management Reports:

    - Claims Paid Listing - Detail
    - Claims Paid By Month By Year
    - Claims Paid by Month of Current Year and Plan Type

  • Claims Paid Reports By:

    - Hospital
    - Procedure Code
    - State
    - Agent
Return to Top
  • General Ledger Current Day Account Listing

  • Voucher Reconciliation Report

  • C.W.A. Batch Edit Listing

  • External Batch Edit Policy Payment Edit Report

  • General Funds Disbursement Checks
Return to Top
  • Agent Statement Pre-Sub Ledger

  • Agent Monthly Statement

  • Agent Monthly Statement (totals)

  • Agent Statement - Sub Ledger

  • Agent Advance Statements

  • Agent Persistency Analysis

  • Agent Termination Report
Return to Top
  • Chart of Accounts

  • Monthly General Ledger Detail Listing

  • Monthly General Ledger Trial Balance

  • Y.T.D. General Ledger Detail Listing

  • Policy Loan Reconciliation Report

  • Cash With Application Reconciliation Report

  • Dividend, Endowment and Accumulation Report and Reconciliation

  • Premium Deposit Fund and Reconciliation

  • Deposit Fund and Reconciliation

  • Financial Reports

    - Income Statement
    - Balance Sheet
    - Ledger Account Comparison Report
    - Reconciliation of Ledger Assets
    - Non-Admitted Assets Report

Return to Top
  • Policy Exhibit, Premium Consideration and Reserves by Statutory and G.A.A.P. methods

  • Product/Class Persistency Report

  • Health Lag Studies available (Claim Reserves)

  • Claim Liability Studies
Return to Top
  • Paid Premium Journal (Detail Listing)

  • Paid Premium Summary by Year and Line of Business

  • Paid Premium by State, by Plan

  • Premiums and Commissions Paid by Plan Type and Year of Issue


Return to Top | Return to Administrative Systems | Return Home
VIP Hosting, LLC © Webmaster