Agency Production Monthly Review Agent

Each month the agency manager reviews new business, renewals, retention and loss ratio by producer and line, but carrier statements rarely match the agency system. This agent pulls production data and carrier statements and reconciles commissions with the policies written. It checks that each commission matches the expected rate; differences over $50 are listed for follow-up with the carrier. It then calculates key metrics against goals and flags producers more than 20% behind. It drafts the monthly review and discussion points for one-to-ones. Late carrier statements are shown as estimates, not as final numbers. The manager approves the review and any queries sent to carriers. Edge case: a carrier statement is late, so the agent marks that carrier's numbers as estimated and updates them when the statement arrives.