Insurance
The Insurance Reports category provides tools to
manage and reconcile insurance policies associated with your loan portfolio,
such as Credit Protection Insurance. These reports are used to track premium
collections and generate lists of covered loans for reporting to your insurance
partners.
The following reports are available in the
Insurance section.
Insurance Reports
1. Overview
2. Available Reports
Report Name
Description
Documentation
Global Loan Protection Premium
Receipt Report
Lists all premiums that have been collected
specifically for the "Global Loan Protection" insurance product, used for
reconciling and remitting payments to the provider
Insurance Premium
Receipt
Report
Global Loan Protection Loan List
Report
Generates a list of all active loans covered
under the "Global Loan Protection" insurance program. This report is
typically used for submission to the insurance provider
Insurance Loan
List
Report
Credit Protection Insurance Premium
Receipt Report
Lists
all premium amounts that have been received
and receipted for Credit Protection Insurance policies over a specified
period. This is essential for reconciling payments due to the insurer.
(Old)
CPI Premium
Receipt
Report