Premiums Received

The Premiums Received Report logs the insurance premium amounts billed to and received from residents with active and terminated renter's insurance policies. Although the main function is to track those billings and payments it can be used as an activity log to forward to the insurance agency if you collect those premiums for the agency. Simply attach a copy of the report to the collected funds to be forwarded to the insurance agency. Also, if a surcharge is collected for this service, use the report to maintain and audit the billing and payment of that charge to ensure the appropriate amount is collected each month.

Note

An asterisk (*) indicates a required field or selection.

Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Insurance Agency

Select the insurance agency to include from the selection list. Only previously set up agencies are listed. Insurance Agencies are established on the Credit/Insurance Agencies Tab.

Income Code

Select the income code or codes to include from the selection list. Only previously set up income codes are listed. Income Codes are established on the Income Codes Tab.

From Date

Printing the report calls for a date range to print from. Enter the first number of the date range. Or use the Calendar Button to select a date.

Thru Date *

Printing the report calls for a date range to print from. Enter the last number of the date range. Or use the Calendar Button to select a date.

Resident Address

Identifies the name of the insurance policy holder and their billing address.

Policy #/Coverage

Identifies the insurance agency and the type of coverage the resident elected.

Submitted/Canceled

The date the policy was submitted to the insurance agency for activation. Or, if applicable the date the policy was canceled or terminated.

Premium Billed

If the payment method is Pay with Rent, then this is the last date the insurance premium was billed to the resident.

If any other payment method is selected, then this column reads, Billed by the agent.

Premium Received

If the payment method is Pay with Rent, then this is the date the insurance premium was received for the last billing cycle.

If any other payment is selected, then this column reads, Billed by the agent.

Past Due

If the payment method is Pay with Rent, then this column asks the question, Is the insurance premium past due? If Yes, a Y is listed. Or, if No an N is listed.

If any other payment is selected, then this column reads, Billed by the agent.

Property Total

Column totals are listed.

Total Premium Received

The sum of insurance premiums received.

From the eSite menu, select Reports—Misc. Reports—Premiums Received.
Click Select Properties. Select the properties for which you want to print the report and click Done.
Select the information you want to see on the report (refer to the Selection Criteria for this report).
Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.