Paylogix® Reports

reports

“Using no way as way, having no limitation as limitation.” -Bruce Lee

The following is a brief overview of our more frequently used standard reports. Additionally, custom reports are often generated on an as-need basis. Report details and samples are available on request.

Agent Commissions
For agents only, lists their current assignments, past assignments, commissions paid and commission currently due.

Billing Review
Lists an organization’s bills, payments and adjustments by product for a given period.

Check Listing
Specifies payment information for an organization over a given time period. The information includes Date, Payee, Check Amount and Check Number.

Election & Compliance
Shows whether or not participants are projected to make contributions exceeding the minimum of the policy(ies) they’re enrolled in.

Overdue Payments
Lists products by organization for which no payment was added to the system during a given time frame.

Participant
Lists transactions, adjustments and activity for a given participant.

Premiums Paid
Shows the break-down of an organization’s payment by product that is remitted to providers.

Product Participation
Lists products an organization’s participants are subscribed to.