Extensive management reports
As standard we provide an extensive set of management reports, including substantial enhancements to aid you in the preparation, management and
reporting of FCA requirements. Reports on Clients, Policies, Accounts, Claims, Insurers, Agents are supplied as standard and with BPS being fully compatible with Crystal Reports, allows a relatively inexperienced user to query the database to create their own custom reports.
Example reports include – Commission by Risk, Unallocated Cash, Portfolio Analysis, Commission by Insurer, Client Payments List ... For a small charge we can provide custom reports in addition to the standard system.