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))
Either report can be grouped with sub-totals by class, company, producer or more.
Active Policy Production
- Select the Management Tab.
- Select the Operator, Company, or Class tab.
- Select All Summary.
(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.
