Q How can I get a report of total premium and commission written?
A COB statistics are updated each month based on the Account Current processing date of the transaction. Invoices are included in COB stats the month they also appear on a company account current.
 
Or, use the "Annualized Premium Report" - #17 on the Management Reports Menu. This report shows total New Premium, Renewal Premium, and Commission based on the original effective date of the policy. This report will show you "booked" items by company, producer, or COB for a selected date range. For a close indication of an annualized premium, enter a full 12 month date range. Remember, it is based on the original effective date of the policy.

 
 

Q Can I purge inactive clients but not completely remove them from our system?
A Use the "Delete Range of Clients" option, "Run as automatic purge," and "Archive Purge Report." This removes the inactive clients from your active clients and creates an archive file with their client information and ledger histories. This also avoids all the printing and filing you have to do with the regular purge.