Bonus 2000 comes with over a dozen standard reports. They are:

Activity Log - This report summarizes activity and totals by policy type and staff member.

Applications Register - Another method of viewing the activity log, this report summarizes and total applications by policy type.

Applications Average Report - This report calculates both average premium and average days between written and issued dates.

Bonus Report - Most detailed report. Gives specific number of sales and bonus amounts for every staff member as well as the commissions and bonuses earned.

Bonus Builder Report - This reports shows Bonus amounts earned by staff member as well as any additional Bonus amounts earned based on performance criteria that you set.

Charge-back Report - Totals any chargebacks and associated amounts that may have occurred due to cancelled policies.

Client Contact List - Lists all clients in the database along with contact phone numbers.

Non Issued Applications Report -  Lists all sales entered in the system that do not have issued dates.

Policy Report - Detailed summary totaling sales by each specific product line.

Premium Report - Summarizes premiums and agency commissions for each product line.

Prior Insurance Report - Summarizes where your client's previous business was for each sale entered.

Reason Report - Summarizes why the client brought their business to your agency.

Source Report - Summarizes how the client came to your agency to effectively evaluate advertising and other forms of marketing.

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Every report is launched from the easy to control Reports Form, just enter a beginning and ending date, a specific staff member of rep if you wish, and press the "Preview Report" button. It's that simple!

**Additional custom reports can be provided!
See the Pricing page for more details!

Hard copy samples of actual reports from the system are available via fax or email.
Please use the Feedback / Info Request Form if you would like these reports sent to you.