–Claims with Open Balances (carrier ➝ policyholder)
–Payments Received (inbound checks)
–Claims with Undistributed Amounts (policyholder ➝ public adjusting company)
BiWeekly Reports : Payroll
–Disbursement Report (use date range)
–Commission Payments for Personnel (individuals)
–Open Claims (claim age & est. settlement amounts)
-WIP Detailed (30/60/90+ cash flow projection)
Monthly Reports : Lead Generation
–Active Leads for Company
–Claims Written by Adjuster / Estimator / Sales Rep
–Sales by Referral Source
Quarterly Reports : Accuracy & Compliance
–Estimated vs Payments Issued by Carrier (shows delta)
–Open Claims w/ Missing Fields (shows areas for data collection)
–Action Items Completed (productivity & bottlenecks)
Yearly Reports : Compliance & Productivity
–Licensing and Bond Expiration (stay in compliance)
–Client Property List (see prior clients with no active claims)
–Cancelled Claims (shows retention)