Policy
   Premium Application
   System Configuration


QL.Admin has extensive reporting capabilities along with a wide variety of reports that are part of base system. Reports are retained until archived or purged using available system options. Users may also create ad hoc reports via third-party reporting tools supporting the .dbf format such as Crystal Reports.

Click to enlarge QL.Admin system reports include:

  • Master file lists
  • Billing notices
  • Billing registers
  • Premium application reports
  • Past due reports
  • Premium suspense reports
  • Premiums by state reports
  • CWA application reports
  • Agent commission statements
  • Agent balance reports
  • Agent payments reports
  • Annuity annual statements to policyholders
  • Policy benefits (claims, surrenders, loans, dividends, etc.) reports
  • Policy exhibit reports
  • Transaction audit reports
  • IRS 1099/5498 reports
  • Reserve valuation reports
© 2006 Rudd and Wisdom Software