Multi-Line Policies: Tracking by LOB

Multi-Line Policies: Tracking by LOB


If you want to track production by LOB (even for packaged policies), here is an idea:



As you enter in each LOB on the policy, you can also enter in the premium and commission for each:




There are also several reports that break production by Line of Business. On the main navigation menu, in the "Reports" page, search (in the "Report name" text box) for "LOB."