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Reports, Life, Indemnified Liability

The default report will show the indemnified liability for the selected “Report type” (e.g. total liability for the brokerage, or per adviser or introducer) as at the selected date. The indemnified liability displayed is the sum of all the indemnified commissions still outstanding as at the specified date. For example, if a policy had £500 of indemnified commission and the report date fell exactly midway through its initial commission period, then the report would show £250 of indemnified liability.

  • Change the “Report type” dropdown from “Total” if instead you want to analyse your liability by adviser or introducer
  • Click the “Policy selection (new)” button if you wish to restrict the policies to be included, for example, to a single insurer, adviser or introducer (see “Reports, Policy Selector”)
  • Edit the “Liability as at” date, as required (n.b. the report can be run retrospectively, for example, to check your exposure when a given adviser left the business)
  • Optionally click the box “Show report name in title”, which will add to the printed report’s title the name of the current selection, as saved via the “Save” button and then recalled via the “Load” button (see “Reports, Saving Selections”)
  • Click “OK” to proceed with the report