Appulate release 02/08/18

New columns in Book of Business report

We have added several new columns to the Book of Business report table; their purpose is to provide information related to the previously introduced Commission functionality.

The number and titles of the new columns available to you vary depending on the company you work for: an agency, MGA (see an example in the following figure), or carrier.

Column name Purpose Ag. MGA Car.
Commission Earned Total amount of money your company received as a commission for selling the currently active policies + +
Fee Total amount of money your company received as a fee for the services it had provided + +
Commission Paid Total amount of money your company spent on agent services + +
Gross Proceeds Total amount of money your company earned by selling the currently active policies +
Net Proceeds +
Net Premium +