MONTHLY AGENCY MANAGER'S REPORT
SOUTH FL
Name
*
First Name
Last Name
E-mail
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Reporting Month:
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Please Select
January
February
March
April
May
June
July
August
September
October
November
December
Year:
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2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
A.Qualified Prospects
B. Premium Results Summary
1) Revenue this month
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2) Premium Goal for the month
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3) Revenue YTD 2016
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4) Revenue YTD 2015
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5) Revenue from Terminated Agents
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6) Revenue Amount above or below goal
7) % above or below current month goal
8) % above or below previous year
C. Agent Summary
9) Total Number of Active Agents
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10) 2016 New Agent Goal
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11) No. of New Agents Signed YTD
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12) % of New Agent "goal" met YTD
13) Total number of Agents remitting YTD
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14) Total number of Agents remitting this month
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15) % of Agent remitting this month
16) % of Agent remitting YTD
17) YTD Average $ remittance of all agents
18) Monthly Average $ remittance of all remitting agents
D. Agent Quality Review
19) Average Agency Lag
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20) No. of Agents w/Policy Lag over 3 mos. (Comments section)
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21) No. of Agents Remitting <$15,000 (12 mos)
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22) No. of Agents Remitting >$50,000 (12 mos)
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23) AR Premium Over 90 Days
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24) AR Title Plant Over 90 Days
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25) No. of Agents w/Delinquent Escrow Accounts (Comments section)
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26) No. of Possible High Risk Agents
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27) No. of Agents on MSAF
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E. Claims Summary
Current Year Net Premium
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Calculation- Current Year Net Premium
Prior Year Net Premium
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Calculation- Prior Year Net Premium
2 Years Prior Net Premium
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Calculation- 2 Years Prior Net Premium
Current Year Incurred/Loss
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Calculation- Current Year Incurred/Loss
Prior Year Incurred/Loss
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Calculation- Prior Year Incurred/Loss
2 Years Prior Incurred/Loss
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Calculation- 2 Years Prior Incurred/Loss
28) 3 YR CLAIMS LOSS RATIO %
29) No. Agents w/ 20% or higher Claims Loss Ratio (3 YR)
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COMMENTS
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