Measuring Production and Premiums – Revenue Reports

Accessing Revenue Reports

1. From the Interactive Reports menu, select the Production & Revenue category.

2. Choose from the available report types:

   • Production and Revenue by Policy – Shows premium and revenue for each policy, broken down by agency and agent.

   • Production and Revenue by Endorsement – Measures the impact of endorsements on premium and commission.

   • Revenue Policy Amounts – Tracks premium and commission values for active policies.

   • Policy Amounts by Carrier – Compares premium and policy counts across carriers.

   • Policy Amounts by Line of Business – Segments production by coverage type.

   • Policy Amounts by MGA – Reviews production volume generated through managing general agencies.

Filtering for Insights

Refine your data by applying filters:

• Date Range – Focus on monthly, quarterly, or yearly production totals.

• Agent – Compare revenue generated by each producer.

• Carrier / MGA – Identify top-performing partners.

• Line of Business – Spot high-demand coverages driving premium growth.

• Location – See geographic distribution of production.

? Example: Filter Production and Revenue by Policy for the last 90 days to measure recent growth momentum.

Sorting and Grouping

• Sort by Premium or Commission to quickly find high-value accounts.

• Group by Agent > Carrier to identify which producers drive the most premium with each partner.

• Group by Line of Business > Policy Count to see the most frequently sold coverage types.

Exporting Results

• Use Export to save filtered production data for financial reviews or management reports.

• Save customized views as your default report for quick access to your most important metrics.

Best Practices

• Review Production and Revenue by Policy monthly to stay on top of your top-performing accounts.

• Compare Policy Amounts by Carrier with commission reports to prioritize high-margin relationships.

• Use Endorsement Revenue Reports to track mid-term premium changes and upsell performance.

• Combine with KPI Reports for a full performance dashboard.