Information Your Way

• All reporting can be customized to meet your exact needs to include all levels from top management to front line end users.
• Production reporting (i.e. ratio of responses to marketing disbursement, forms submitted to responses, issued certificates/policies to forms submitted, etc.)
• Premium reporting (i.e. traditional premium by month trend, by state, by group)
• Inforce reporting (i.e. volumes, participant levels, cash value accumulation details (interest, COIs, expenses, etc.))
• Reinsurance reporting
• Agent commission, advance management, and compensation reporting including disbursements and end-of-year tax reporting.
• Participant tax reporting
• Reporting is done electronically (FTP routine, email and/or secure web access) with the carrier, employer/association, financial institutions (positive pay disbursements/ remittance/deposit advice)
• Complete consolidated billing (i.e. multiple products on a single billing) – methods include list billing, FTP data file, ACH, and direct (individual) billing with multiple frequencies; 10 monthly (school districts), weekly, bi-weekly, monthly, quarterly, semi-annually, or annually.
• Premium collection, posting (individual accounts), reconciliation, lapse processing, and comprehensive related reporting for management, regulatory, and statutory requirements.