Group Schemes - Reports

There are a number of different MI reports that can be used for Group Schemes.  They are found in Admin > Reports.

The reports that you will find here are as follows:

 Administration > Reports > New   Business > Written > Schedules

   A number of new reports have been added to ‘Written New Business’, these are:

  • Business written by Scheme only
  • Business written by Scheme and Premium Type
  • Business written by detail by Scheme

  Administration > Reports>New      Business > Written > Analysis

  A number of new reports have been added to ‘Written New Business’, these are:

  • Business written by Scheme
  • Business written by Scheme and Premium Type

  Administration > Reports >           Remunerations > Company

   A number of new reports have been added to ‘Remunerations’, these are:

  • Due not paid schedule for (provider)  by Scheme
  • Schedule of amounts paid from (provider)  by Scheme
  • Schedule of Clawbacks recorded within date range subdivided by Scheme
  • Analysis of amounts received by Scheme

 Administration > Reports >   Remunerations > Adviser > Paid

  A new report have been added to ‘Remuneration paid’:

  • Analysis of amounts paid by Adviser for Scheme