AGENCY REPORTS
www.agentinside.com
ACCESSING REPORTS Log onto www.agentinside.com
From MY AGENCY select one of the following options: – Claim Closing Notices – Commission Statements** – Experience Records** – Producer Claims Listing – Sales Reports** – The Network Reports (group agents only)** – ID Fraud Report** – Customer Service Report – Agency Business Summary** – Recurring Bill Pay Forms (automatic payments) – IntellAgent Preferences – IntellAgent Report **Note: Restricted access based on ID
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1. CLAIM CLOSING NOTICES
• • Search closed claims to view amount(s) paid Search
1. 2. 3. 4. 5.
- fields in red are required
Policy Number (optional) - enter policy number Claim Number (optional) - not recommended Search Date From** - default = 90 days prior to today’s date; can be changed Producer Code - best search method; default = GAT code (main code) Search Date To** - default = today’s date; can be changed
•
Click on Policy Number to view, print, save or email claim closing notice
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2. COMMISSION STATEMENTS
• • Monthly Report Search
1. 2. 3. 4. 5. 6. 7. 8. 9.
- fields in red are required
Agent Name (optional) - enter agency name Producer Code - best search method; default = GAT code (main code) Check # (optional) - can be entered if known Tax ID # (optional) - use only if producer is an assigned risk agent Search Date From** - default = 90 days prior to today’s date; can be changed Sub Producer (optional) - enter sub-code Statement Month/Year (optional) - enter 07 2004 for July 2004 License # (optional) - use only if producer is an assigned risk agent Search Date To** - default = today’s date; can be changed
**NOTE: The Search Date From and Search Date To fields refer to the dates on which the report was posted
•
Click Producer Code to View Desired Statement or Check
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2. COMMISSION STATEMENTS
• Trans Codes
1 = New Business 2 = Cancellation 3 = Renewal 6 = Endorsement 9 = Surcharge
•
Two types of listings each month
1. 2. CHECKS – Summary with copy of commission check COMMISSION STATEMENTS – Commission breakdown for each policy – Separate statement for each producer code
•
“Kind” Codes
2 = Home 4 = Fire A = Package Plus Auto H = Package Plus Home P = Package Plus PCL (Umbrella) S = Surcharge V = Auto N = Fire
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3. EXPERIENCE RECORDS
• Monthly Report
– View accident year experience, calendar year experience, written premium, earned premium, loss ratios - can use one field or any combination of fields
•
Search
1.
2. 3. 4.
Producer Code – Best search method – Default = GAT (main) code Statement Month/Year (optional) – Enter 05 2007 for May 2007 Search Date From** – Default = 90 days prior to today’s date; can be changed Search Date To** – Default = today’s date; can be changed
**NOTE: The Search Date From and Search Date To fields refer to the dates on which the report was posted
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4. PRODUCER CLAIMS LISTING
• • Monthly Report
– View status, payout, and adjuster info for new, open & closed losses
Search - can use one field or any combination of fields
1. 2. 3. 4. Producer Code – Best search method – Default = GAT (main) code Statement Month/Year (optional) – Enter 05 2007 for May 2007 Search Date From** – Default = 90 days prior to today’s date; can be changed Search Date To** – Default = today’s date; can be changed
**NOTE: The Search Date From and Search Date To fields refer to the dates on which the report was posted
•
Click Producer Code to View Desired Statement
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4. PRODUCER CLAIMS LISTING
• Displays:
– – – – $25,000+ losses New Claims Open Claims Inventory Closed Claims
• •
Adjuster name & phone number appears for each loss See last page of statement for field key
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5. SALES REPORTS
• • Monthly Report
– View monthly & YTD policy count and gross written premium by producer code - can use one field or any combination of fields
Search
1.
2. 3. 4.
Producer Code – Best search method – Default = GAT (main) code Statement Month/Year (optional) – Enter 05 2007 for May 2007 Search Date From** – Default = 90 days prior to today’s date; can be changed Search Date To** – Default = today’s date; can be changed
**NOTE: The Search Date From and Search Date To fields refer to the dates on which the report was posted
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6. THE NETWORK REPORTS
• • Group Agents Only View Online Quote Requests For Group Employees
– Contact client using this information
•
Search
1. 2. 3.
- can use one field or any combination of fields
GAT Code (main code) Producer Code – “All Codes” or select specific codes Start Date – Default = 90 days prior to today’s date; can be changed End Date – Default = today’s date; can be changed
4.
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7. ID FRAUD REPORT
• • View Consumer Website Requests For ID Fraud Coverage Search
1. 2. 3. 4.
- can use one field or any combination of fields
5.
Policy Number (optional) Customer Activity (only one option) Search From Date** – Default = 90 days prior to today’s date; can be changed Producer Code – Best search method – Default = GAT (main) code Search To Date** – Default = today’s date; can be changed
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8. CUSTOMER SERVICE REPORT
• • Kemper Connection Agents Only
– See correspondence handled by customer service department
Search
1. 2. 3.
- can use one field or any combination of fields
4.
Select “View Detailed Report” or “View Summary Report” Search From Date** – Default = 30 days prior to today’s date; can be changed Producer Code – Best search method – Default = GAT (main) code Search To Date** – Default = today’s date; can be changed
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9.
Agency Business Summary
• The Agency Business Summary report provides the 3 year combined sales and experience results. • Reports are only available on a monthly basis. • Reports for the prior month may not be available until the 5th business day of the current month.
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10. IntellAgent Preferences IntellAgent Report
IntellAgent provides the ability to view/receive policy and claim activity reports
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CONTACT INFO 1-866-675-3345
Option #4 - Marketing
Other Links
• HELP
– Reference material
• CONTACT US
– Department contact info – Send email to Ecommerce
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