Generate agent specific statements in a PDF or CSV format for easy viewing. Organize your statements by Carrier or Policyholder. This is the most common report that agencies use. You can use statements to give to your agents with their paychecks.
- Basic policy information (number, name, coverage type, etc)
- Premium paid (if the carrier file provided that information)
- Dollar amount owed to the agent for each policy
*Note: This report DOES NOT show how much commission was paid to the agency, just what the agent is owed.