Revenue By Carrier Report
|
Description |
Gives a monthly breakdown of all revenue paid by a carrier. Clients and policies are listed by carrier if revenue was generated within the 12 month scope of the report. |
| Filter | Year |
| Sort | Total revenue received from the carrier, in descending order. |
| Column Name | Description |
| Client Name \ Policy # \ Type | Name of the client. Policy Number. Type of policy (health, dental, etc...) |
| Jan - Dec | The total revenue received for each month; itemized by Commission, Bonus and Override. |
| Totals | Total revenue received for the year; itemized by Commission, Bonus and Override. Also, the sum of these 3 lines is displayed. |
Note
Each heading lists the carrier name and the total revenue received from
this carrier.