ITSBITS Reports Viewer

ITSBITS Reports Viewer
Welcome to the ITSBITS Insurance Brokerage Software Intranet Site

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Page Contents


Start Screen
Report Samples


Start Screen   Click on the icon to run the program

Also notice that for certain reports, you will be asked to specify which Insured (or other data item) the report is to built around. When this happens, you will see a query asking for the needed information show up in the bottom of the Reports Viewer screen so that it looks something like this:



Each of the buttons on the start screen causes generation of a report. The represenations of most of these reports available here are just that--representations designed to show you what the system is capable of. Your own reports will, of course, use your own data and look somewhat different. (All actual phone numbers, Social Security numbers, etc. have been "smudged" so that they cannot be read--this is intentionally done for security purposes.)



Report Samples
Monthly Reports
Billing Corrections Report
Billing Report 1
Billing Report 2
Billing Report 3
Billing Report 4
Insurance Carrier Commissions Report
Pay-To-Insurance Carriers Report
Company Receivables Report
Salesman Commission Report
Admin Fees Billed Report
Policy-Type Results Report
Added/Cancelled Policies Report
Insurance Carriers Added/Cancelled Policies Report
Other Reports
Year-to-date Receivables Report
Past Dues Report
Active Policy Current Month's Values
Company Insureds Report
Past-due Notices #1
Past-due Notices #2
1099 Preparation Aid
In Effect Notices
Sales Person's Report
All Insureds' Information
Billed Insureds' Information
Company Information and Notes
Insurance Carrier's Policy Types
Insurance Carriers' Policies
Salesman's Insureds
Insurance Carrier/Company Policies Report
Notes Files
Salesman's Notes
Cancellation Notes
Memo Notes
Cancellation Letters' samples are not available yet, but will be added when available.

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