MMR (Monthly Managers Report)

Glossary

Accounting Period: The time period during accounting cycles. Agency Accounting always closes on the first business day of the month that is non-weekend and non-holiday. For example, the accounting period 201306 starts on 6/4/2013 and ends on 7/1/2013.

Calendar Period: The actual calendar month, starting on the 1st day of the month regardless of type of day and ending on last day of the month.

Accounting Period and Calendar Period never match.

Doc Type Code: The Contract Document type that determines the type of Agency relationship. Possible document types are: Agency, Direct, Binder, Escrow, Approved Attorney, JV Agency, FNAS-LNR, FNAS, HOI, Fee Attorney.

CLUP: Abbreviation for Customer Location Underwriter Property state. The CLUP is the lowest level of identity in a Customer. All Customers have at least 1 CLUP.

Field Definitions

MMR Report Section / Field Name / Rule
Summary / Total Rep Count / Count of Distinct Location Reps that has at least 1 Active Agency CLUP assigned to them for the specified Area.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Summary / Total Customer Count / Count of Distinct Customer ID’s that has at least 1 Active Agency CLUP assigned to them for the specified Area.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Summary / CPL Letters Ordered / Count of CPL Letters issued where the Create Date of the letter is in the Calendar Month specified.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Summary / Reported Policies / Count of Policies reported based on Reported Date for the Accounting Period, for Active Agency CLUPS.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Summary / Reported Files / Count of Files where the first Reported Date for either Policies or Endorsements in the file is in the Accounting Period, for Active Agency CLUPS.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Summary / Reported File Premium / Sum of Net Premium for all Policies, Endorsements and Other Fees for all the files included in the Reported Files Count, in the Accounting Period, for Active Agency CLUPS.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Policy/CPL / Hard Copy Policies Ordered / Count of Hard Copy policies where the Shipped Date of the Policies is in the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Policy/CPL / agentTRAX Policies Ordered / Count of Virtual policies, both agentTRAX and the TRAX Virtual policies, where the Created Date of the Policies is in the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Policy/CPL / Reported Policies / Count of Policies reported based on Reported Date for the Accounting Period, for Active Agency CLUPS.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Policy/CPL / CPL Issued / Count of CPL Letters issued where the Create Date of the letter is in the Calendar Month specified.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Customer/Agent / Total Active Customers / Count of Distinct Customer ID’s that has at least 1 Active Agency CLUP assigned to them for the specified Area.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Customer/Agent / New Customers / Count of Distinct Customer ID’s that has at least 1 Active Agency CLUP assigned to them for the specified Area, where the minimum start history date for all the CLUPs is in the specified accounting period.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Customer/Agent / Cancelled Customers / Count of Distinct Customer ID’s that has at least 1 Agency CLUP assigned to them for the specified Area, where the maximum termination date for all the CLUPs is in the specified accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Customer/Agent / Active CLUP’s / Count of Active Agency CLUPs assigned to them for the specified Area.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR
Customer/Agent / Non-Traditional Agents / Count of Non-Traditional CLUPs assigned to them for the specified Area.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Non-Traditional CLUP is determined by the CLUP being associated to a contract with a doc type code EXCLUDING one of the following: AGENCY, FNAS-LNR, DIRECT, HOI
Financial / Average Remittance Per Customer / Total Net Premium for all Policies, endorsements and other fees for Active, Agency Type Customers, divided by Total Active Agency Type Customers.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Average Remittance Per Agent / Total Net Premium for all Policies, endorsements and other fees for Active, Agency Type Customers, divided by Total Active Agency Type CLUPS.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / A/R Over 90 Days / SUM of the 120, 150, 180 and 180plus AR buckets for all CLUPS for the specified accounting period. Credit Balances are included.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / A/R Over 90 Days Excluding Credit Balances / SUM of the 120, 150, 180 and 180plus AR buckets for all CLUPS for the specified accounting period. Credit Balances are NOT included.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / UBE Policy Count / Count of all policies in a status of UBE at the close of the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / UBE Policy Revenue / Sum of Policy Net Premium where policy is in a status of UBE at the close of the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / UBE Endorsement/Other Fee Count / Count of all Endorsements and/or Other Fees in a status of UBE at the close of the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / UBE Endorsement/Other Fee Revenue / Sum of Endorsements and Other Fees Net Premium where policy is in a status of UBE at the close of the specified accounting period.
Status of CLUP is NOT checked.
All contract doc types EXCEPT ‘DIRECT’ are included.
Financial / % Customers Remitting / Count of Distinct Active Agency Customers with a YTD (Year to Date) Net Premium amount greater than 0 for the specified accounting perioddivided by Total Active Agency Customers
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / % Customers Remitting MTD / Count of Distinct Active Agency Customers with a Net Premium amount greater than 0 for the specified accounting period divided by Total Active Agency Customers
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Count of Zero Remitting Customers / Count of Distinct Active Agency Customers with a Net Premium amount = 0 for the past 12accounting periods.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Count of Low Remitting Customers / Count of Distinct Active Agency Customers with a Net Premium amount <= $2500 for the past 12 accounting periods.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Count of Medium Remitting Customers / Count of Distinct Active Agency Customers with a Net Premium amount >$2500 and <= $5000 for the past 12 accounting periods.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Count of High Remitting Customers / Count of Distinct Active Agency Customers with a Net Premium amount >$5000 and <= $10,000 for the past 12 accounting periods.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Count of Total Low Remitting Customers / Count of Distinct Active Agency Customers with a Net Premium amount <= $10,000 for the past 12 accounting periods.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Financial / Average Monthly Lag / For Active Agency Customers, take the lag days for each reported policy, determined by subtracting the number of days from Policy Effective Date to Reported Date. Divide the sum of the Lag days by the number of reported policies. To convert to Lag Months, multiply the results by (12 divided by 365).
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Audit / Customers on MSAF Report / Count of Distinct Active Agency Customers where at least one Active Agency CLUP has a non-cleared MSAF audit finding for the specified accounting period with an audit completion date <= the last day of the accounting period.
A non-cleared MSAF audit is defined as an audit with an MSAF Finding that has no extension of type ‘CLEARED’ or a ‘CLEARED’ extension that has an extension start date later than the last of the accounting period.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Audit / Customers on MSAF Report > 90 Days / Count of Distinct Active Agency Customers where at least one Active Agency CLUP has a non-cleared MSAF audit finding for the specified accounting period with an audit completion date > 90 days from the last day of the specified accounting period.
A non-cleared MSAF audit is defined as an audit with an MSAF Finding that has no extension of type ‘CLEARED’ or a ‘CLEARED’ extension that has an extension start date later than the last of the accounting period.
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Claims / Claims Loss Ratio / Calculated as sum of Net Losses YTD Amount / Sum of Net Premium YTD Amount for Active Agency CLUPS. If the Net Premium is 0 and the losses are >0, show value as 100%. If the Net Premium is 0 and the Losses are <= 0, show 0%
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.
Agency CLUP is determined by the CLUP being associated to a contract with a doc type code of AGENCY or FNAS-LNR.
Claims / Count Active Customers with Net Loss Ratio > 20% / Count of Distinct Active Agency Customers where the net loss ratio is greater than 20%. Net Loss Ratio is calculated as sum of Net Losses YTD Amount / Sum of Net Premium YTD Amount for Active Agency CLUPS. If the Net Premium is 0 and the losses are >0, show value as 100%. If the Net Premium is 0 and the Losses are <= 0, show 0%
Active status is determined by the CLUP Start History Date being on or before the last day of the specified accounting period, and if a termination date is present, that date must be after the last date of the accounting period.