Reports
Insurer Account Summary Report
Purpose To provide the client with a transactional history and balance of an Insurer Account Rules for selection of transactions to appear on summaries The transactions are not grouped Transaction value date is within the Transaction Date Range ...
Insurer Account Status Report
Purpose Provides details of the Insurer account current and future ledger balances Accrued Interest may also be reported Export report data option can be used to review additional set up structures that have been applied to the insurer accounts (such ...
Insurer Account Payout Report
Purpose This will show all Insurer Account and Loan Transactions that will be included in the Payout run The report will show the amount paid, amount held and amount to paid for each loan to be paid out This report will also show the reason why a ...
Insurance Policy Expiry Report
Purpose Most finance agreements include a clause requiring insurance to be maintained over the financed asset This report allows the easy identification of policies coming up for renewal so the finance company can follow up on these to ensure their ...
Insurance Due to Insurers Report
Purpose To provide a listing of all Lending accounts with financed insurance that has not been posted to the insurer account Also includes any policy that has been altered where the amount of the insurance premium or commission has changed Timing The ...