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Writer's pictureRockingham Farmowners PLUS

Spectrum Farmowners Plus Agent Reporting

Updated: Sep 9, 2022



ACCESSING REPORTS




Reports can be accessed in Spectrum by clicking the Navigation icon in the upper left corner of the home page, and selecting Reports






The Reports page is the starting point for accessing all of your reports.


Recent Reports displays shortcuts to the last three report types that you generated.

There are four report Groups:

  • Billing

  • Claim Information

  • Policy Forms

  • Policy Information

Select the desired report, and click Generate.


Once generated, reports will appear directly in the Reports screen. They can also be exported to PDF or Excel files.


Some of your most useful reports are detailed below.


BILLING REPORTS


Aged Receivable Report - Detail

This report shows the payment status of all outstanding customer accounts.


Future Contract Billing Report

This report shows payment amounts due for policies which are not yet effective.


POLICY FORMS REPORTS


The Policy Forms Type dropdown contains a list of all available policy forms. When a form is selected and the report generated, a PDF copy of the full form will open in a separate window.



POLICY INFORMATION REPORTS


Policy Activity Report

This report displays the policy transactions that occurred within the date range.


Policy Status Report

This report shows all policies in the selected status, as of the date selected. Available statuses for this report are Active, Expired, and All.


Written Premium By Agency Report

This report shows the amount of premium written for policies effective within the date range selected. It includes retroactive activity through the day the report was run.


*For Agent Use Only*


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