Monthly PAC Report: Difference between revisions

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Latest revision as of 11:39, 18 September 2024

Location

REPORTS > Management Reports > Sales & Marketing


Purpose

This report lists the four main coverages (CDW, PAC, PEC, SLI) along with their revenue and the commission percentages and amounts.


Options

CDW% – The commission percentage for Collision Damage Waiver.
PAC% – The commission percentage for Personal Accident Coverage.
PEC% – The commission percentage for Personal Effects Coverage.
SLI Rate – The commission amount for Supplemental Liability Insurance.
Print Penetration % – If this box is checked, the penetration percentage is printed for each coverage.
Summary Only – If this box is checked, only the coverage revenue totals for each class will be shown.


Data Selection

Coverages are selected by the following rules:

  • The coverage’s report date is within the report’s date range.
  • The coverage’s report location is selected in the reporting lists.
  • The coverage is not included in the T&M charges.