Agent Due Premium List report

NOTE: Policy Level

Agency name / Agency Code
Agent Name / Agent Code
Item No.
1
2
3
4
5
6
7
8
9
10
11

Policy Number

Insured / Customer Name

NOTE: Insured Level. This report use for agents to sell cross/up sell products.

Agent Cross/Up-sell Report

Agency name / Agency Code
Agent Name / Agent Code
Item No.
1
2
3
4
5
6
7
8
9
10
11

Insured / Customer Name

Address

Agent Name (Agent Code)

Insured Item No.

1
2
3
1
2
3
4
1
2
1
2
3

Agency Cross/Up-sell Report

Agency name / Agency Code
Item No.
1

3
4

Address

Policy Date

Due Date

Campaign Name

Last Purchase

Campaign Period

No. of Policies

Campaign Name

Insured / Customer Name

New Offer Plan

Address

Current Premium

Current Sum Assured

As of Month

Current Sum Assured

Current Plan

New Sum Assured Current Premium New Premium

New Offer Plan

Hot Leads

Agent Table Structure (drafted)

Agent Code Agent Name

1111 John Smith

Agent Address
123 xxx

Agent Status
Active

Agent Application Admin

Agent Code Application Forms Assigned

1111
000001-000100
1111
000780-001000
Agent Application Usage
Agent Code
1111

Application No Assigned
000001-000100

Application Used
000001-000090

Application Left
10

Agent effective date

Resigned Date
1/1/2000 [null]