Production report
Also called: insurance production report, monthly production report, production reporting
A production report shows how much business an agency and each agent wrote, issued and earned in a period, by carrier and product.
Leadership uses it every month to see who is producing, which products are selling and how the agency compares with last month and last year.
In many agencies, someone builds it by hand from carrier portals and statements every month. That makes it slow, and it makes everyone question the numbers.
A production report built from reconciled data is one leadership can act on without checking it first.
"Leadership reviews the production report on the first Monday of each month."
How can an insurance agency automate monthly production reports?
Bring carrier statements and application data into one place, keep agent and product fields consistent, and generate the report from that data instead of rebuilding it by hand each month.