HTML Preview Monthly Business Report page number 1.
Criteria Settings
Monthly Business Report
Year: 2006 Agcy: All Agencies
by Producer Month: September Brch: 1
Pr1: All Producers Dept: All Departments
Include Other Month Policies: Yes
Producer: Removed for Sample - BC
Previous Term Current Term Commission Variance
Client Name Pol_idx Type Status 1st Written Eff Date Exp Date Years CSR Premium Comm BCO Premium Comm Dollars % Class
Client Names Removed VISTA-2-7001 PEAO REN 11/09/2004 11/09/2005 11/09/2006 2 NF 104,582 12,664 AC2 0 0
Client Names Removed VISTA-2-8001 FIDU REN 12/16/2004 02/01/2006 02/01/2007 2 NF 5,288 793 CHU 6,030 905
VISTA-2-8003 CR-S REN 12/16/2004 02/01/2006 02/01/2007 0 0 CHU 0 0
VISTA-2-8004 KIDN REN 12/16/2004 02/01/2006 02/01/2007 0 0 CHU 0 0
Client Names Removed VISTA-2-9001 SPEC CN1 07/14/2006 07/14/2006 08/05/2006 0 NF 0 0 ABI 309 309
VISTA-2-9002 GL-S CN1 07/14/2006 07/14/2006 08/05/2006 0 0 ABI 1 1
Client Names Removed WALLKE1-1001 PPKG REN 07/10/1995 09/15/2006 09/15/2007 12 KD 7,098 923 CNP 7,440 923 0 0.00% REN
WALLKE1-1002 HOME REN 07/10/1995 09/15/2006 09/15/2007 0 0 CNP 4,878 594 594 100.00% REN
WALLKE1-1003 AUTO REN 07/10/1995 09/15/2006 09/15/2007 0 0 CNP 2,169 277 277 100.00% REN
WALLKE1-1005 PUMB REN 07/10/1995 09/15/2006 09/15/2007 0 0 CNP 393 51 51 100.00% REN
Client Names Removed ZERO2-1-1001 PCKG NEW 09/14/2006 09/14/2006 09/14/2007 1 SI 0 0 HAT 500 75 75 100.00% NEW
ZERO2-1-1002 PROP NEW 09/14/2006 09/14/2006 09/14/2007 0 0 HAT 0 0 0 0.00% NEW
ZERO2-1-1003 GL-S NEW 09/14/2006 09/14/2006 09/14/2007 0 0 HAT 0 0 0 0.00% NEW
ZERO2-1-1004 CA-S NEW 09/14/2006 09/14/2006 09/14/2007 0 0 HAT 0 0 0 0.00% NEW
ZERO2-1-1005 PHT1 NEW 09/14/2006 09/14/2006 09/14/2007 0 0 HAT 0 0 0 0.00% NEW
Client Names Removed ZERO2-1-2001 INET NEW 08/31/2006 08/31/2006 08/31/2007 1 SI 0 0 ITR 5,000 500
Summary for: Removed for Sample - BC
By Client Count By Policy Count By Policy Premium By Policy Commission
Eligible Accounts: 41 Eligible Policies: 53.00 Eligible Policies: $240,079.79 Eligible Policies: $31,522.16
Retained Accounts: 39 Renewed Policies: 39.00 Renewed Policies: $207,449.79 Renewed Policies: $28,425.76
Lost Accounts: 2 Lost Policies: 14.00 Lost Policies: $32,630.00 Lost Policies: $3,096.40
Retention %: 95.12% Retention %: 73.58% Retention %: 86.41% Retention %: 90.18%
New Accounts: 5 New Policies: 11.00 Market Force: $76,713.34 Market Force: $10,497.91
Revised Active Account Total: 44 Revised Active Policy Count: 50.00 New Policies: $144,420.00 New Policies: $15,372.26
True Book Growth: 7.32% True Book Growth: -5.66% Revised Active Prem: $428,583.13 Revised Active Comm: $54,295.93
True Book Growth: 78.52% True Book Growth: 72.25%
Average Revenue %: 12.67%
Average Policy Revenue: 1,085.92
11/3/2006 Page 9