Premium Volume (disambiguation)
Premium volume can be expressed in two primary ways:
- Current active policy production by policy using policy effective/expiration dates.
- Total invoiced production by invoice using the invoice date, for a specified period. (Typically month-to-date (MTD) or year-to-date (YTD))
Active Policy Production
(The list can be exported to Microsoft Excel. Right-click the words Active Policy, and select to Copy List, then paste into an empty spreadsheet.)
For more information, see: Management Tab.
- Report Category: Invoice Premium
- Report: Invoice Register
- Report: Sales Analysis
DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard.
See: DataView Integration for more information.