Adjuster Revenue Report

This program is used to report the volume of business for individual adjusters and insurance companies. The term "insurance companies" applies to any customer for which insurance logic is used. This can include dealerships and body shops in some cases. Specifications of the report include:

It is sorted by Customer number for each "insurance-logic" customer within the range requested. It then searches the Adjuster File for all adjusters whose company designation exactly matches the customer number reported. RAs are then grouped by adjuster in RA# order.

If printed in detail, one line of information is shown for each Claim Number including RA#, Renter's name, # of days billed, amount billed, and Daily Dollar Average.

Totals and Averages for each Adjuster are computed including year-to-date figures.

For each Insurance logic customer, totals and averages are computed including year-to-date figures.

To access this program, type ADJREV (RET) at any menu "OPTION:" field or the appropriate line number from the Customer Maintenance menu. The screen will display as follows:

OPTION:__________ ADJUSTER REVENUE REPORT

1 Start Cust Number
2 End Cust Number
3 Start DBR Date 01-01-04
4 End DBR Date 03-31-04
5 Include Add'l Charges N
6 Track Adjuster By 2 (1=Local Contact, 2=Adjuster No.
7 Detail/Summary D (D=Detail, S=Summary
8 Print/Display P Printer: /dev/tty

1BEGIN 2 3 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. START CUST NUMBER	Enter the Customer Number to be used for the beginning of the range of this report. This program reports on only those customers set up to be used with the CARS+ insurance logic. EXAMPLE: Type ALLST (RET)
2. END CUST NUMBER	Enter the Customer Number to be used for end of the range of this report. EXAMPLE: Type ALLST (RET)
3. START DBR DATE	Enter the starting DBR date for the report. Press (RET) to default to the first day of the current year so that year-to-date figures can be calculated. EXAMPLE: Press (RET)
4. END DBR DATE	Enter the ending DBR date for the report. Press (RET) to default to the last day of the previous month. EXAMPLE: Press (RET)
5. INCLUDE ADD'L CHARGES	This question refers to the "Dollars Billed" column of the report. N = No, do not include any additional charges processed as "Forms of Payment" on RA Close. Only the voucher amount for T&M (or T&K) will be included. Y = Yes, include additional charges processed as "Forms of Payment" on RA Close in addition to the voucher amounts for T& M (or T&K). EXAMPLE: Type N (RET)
6. TRACK ADJUSTER BY	This question determines how the adjusters within each insurance company will be sorted. 1 = Sort by the value in the Local Contact / Adjuster Name field. 2 = Sort by Adjuster Number EXAMPLE: Type 2 (RET)
7. DETAIL/SUMMARY	Indicate whether the report should be structured in detail or summary. D = Detail. Show 1 line of information on each contract. S = Summary. Show just the averages and totals; do not show information on each RA. EXAMPLE: Type D (RET)
8. PRINT/DISPLAY	Enter: P = Print a hard copy of the report to the printer assigned to your terminal. D = Display the report on your terminal's screen. EXAMPLE: Type P (RET)

The screen will then display:

OPTION:__________ ADJUSTER REVENUE REPORT

1 Start Cust Number ALLST
2 End Cust Number ALLST
3 Start DBR Date 01-01-04
4 End DBR Date 03-31-04
5 Include Add'l Charges N
6 Track Adjuster By 1 (1=Local Contact, 2=Adjuster No.
7 Detail/Summary D (D=Detail, S=Summary
8 Print/Display P Printer: /dev/tty

1BEGIN 2 3 4 5BACKUP 6 7HELP 8

PRESS "F1" AT THE "OPTION" TO BEGIN THE REPORT.

04-12-XX 12:59:00 DOUG /dev/ttyee 11 CARS+ RENT-A-CAR PRTFILE Report #1137 Page 0001 ➊

A D J U S T E R R E V E N U E R E P O R T

Date/Time range: 01-01-XX at 00:00 to 03-31-XX at 23:59
Customer: ALLST ALLSTATE INSURANCE COLUMBIA ➋
------------------------------------------------------------------------------------------------------------------------------------
Adjuster: SWALE BILL Adjuster # 000104
Claim Number RA Number Last Name First Name Days Billed Amount Billed Daily Dollar Avg

2323 S370368 SAMUELS SCOTT 10 200.00 20.00
456465465456 S370403 MOODY BARBARA 4 100.00 25.00
7897987 S370384 DODGE SYLVIA 4 88.00 22.00
Totals for Adjuster: SWALE,BILL 3 Claims, 3 Rentals 18 388.00 22.33
Per Rental Averages: 6.00 129.33 21.56
Year-To-Date Totals: 18 388.00
Year-To-Date Avgs: 6.00 129.33 21.56 ➌

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Adjuster: JACKSON TOM Adjuster # 000105
Claim Number RA Number Last Name First Name Days Billed Amount Billed Daily Dollar Avg

1234 S370401 PICKFORD MIKE 4 80.00 20.00
Totals for Adjuster: JACKSON,TOM 1 Claims, 1 Rentals 4 80.00 20.00
Per Rental Averages: 4.00 80.00 20.00
Year-To-Date Totals: 4 80.00
Year-To-Date Avgs: 4.00 80.00 20.00

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Adjuster: VAUGHN ROSE Adjuster # 000110
Claim Number RA Number Last Name First Name Days Billed Amount Billed Daily Dollar Avg

H6JU7878 S370404 JENKINS RANDY 5 150.00 30.00
FGN899D7 S370395 LAMPERT LESLEY 1 30.00 30.00
Totals for Adjuster: VAUGHN,ROSE 2 Claims, 2 Rentals 6 180.00 30.00
Per Rental Averages: 6.00 90.00 30.00
Year-To-Date Totals: 6 180.00
Year-To-Date Avgs: 6.00 180.00 30.00

04-12-XX 12:59:00 DOUG /dev/ttyee 11 CARS+ RENT-A-CAR PRTFILE Report #1137 Page 0002

A D J U S T E R R E V E N U E R E P O R T

Days Billed Amount Billed Daily Dollar Avg

Totals for Customer: ALLST 6 Claims, 6 Rentals 28 648.00 24.50
Per Rental Averages: 4.67 108.00 23.14
Year-To-Date Totals: 28 648.00
Year-To-Date Avgs: 4.67 108.00 23.14 ➍

Days Billed Amount Billed Daily Dollar Avg

GRAND TOTAL 5 Claims, 5 Rentals 28 648.00 23.40
Per Rental Averages: 5.60 129.60 23.14
Year-To-Date Totals: 28 648.00
Year-To-Date Avgs: 5.60 129.60 23.14 ➎

-- End of report --

________________________________________________________________________________________________________________

NOTES - ADJUSTER REVENUE REPORT

➊ This report was requested 4-12-XX at 12:59 p.m. by Doug. It reports the volume of business for individual adjusters and insurance companies and calculates averages that can be used for analysis.

➋ The "Selections" criteria shows the following:

Date/Time Range: The default dates were used for this report. The default dates are from the beginning of the year to the end of the previous month. Any date range, however, may be requested.

Customer: For purposes of this illustration, only one customer, Allstate Insurance, was requested.

➌ This adjuster, Bill Swale, was the source for 3 rentals. One line of information is shown for each rental. The 3 rentals represent a total of 18 days with a total amount billed of $388.00 and average out to a daily rate of $21.56.

➍ This section shows the totals for the customer Allstate which is a total of the the three adjusters' data.

➎ These figures represent a grand total and averages for the entire report. In this illustration the totals are the same as those for the customer Allstate because only one customer was requested on the report. If more than one insurance company had been requested, each one would be listed in a separate section (similar to this section for Allstate) and the grand total would include all of them.