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In this category:
X-State summarizes multi-state operations. Below is a description of each section.
indicates number of states with active coverage, number of carriers and groups providing coverage, average LCM, total premium (as available, by state) and premium change from prior term.
Premium & LCM Graph
indicate changes over time, broken down by state. (availability varies by state)
provides carrier history to see how stable (or volatile) the prospect's history has been.
displays all primary class codes for a given term.
Current Term Breakdown
is a spreadsheet that details the current term. Some of it is for validation purposes. 'Policy State' is the state with coverage reported. 'Primary State' is determined to be where the insurance transactions occur. The primary state should read the same for all rows, otherwise there may be an error.
This section is also helpful for a better understanding of how the business operates (e.g. a furniture maker in GA with retail stores in FL and SC). The last fields, EE (employees) and Sales are keyed values, meaning we use the numbers 1-9 to show you the range you see: