Reporting is now available on the NEOS Platform
The new reporting functionality allows you to download reports about your portfolio, serviced by NEOS, across both NEOS Protection and Encompass Protection.
To access, just select Policy Servicing on the NEOS Platform homepage.
The reports currently available include:
Client benefit list |
Details of all benefits submitted regardless of status (ie Declined, Proposed, Inforce, Cancelled). |
|---|---|
Inforce list |
Details of all “inforce” benefits. |
Lapse report |
Details of all benefits that have lapsed. |
Renewal report |
Details of all benefits which are due to renew shortly. |
Overdue report |
Details of any benefit where the status is inforce but a payment is outstanding. |
Commission report |
Details of commission payments at a benefit level – defaulted by commission payment runs. |
Suspense report |
All plans with suspense updates from our Service and Underwriting teams. |
You can filter and generate reports based on:
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Policy Number
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Life Insured
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Owner type
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Smoker status
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Postcode
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Product
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Cover type
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Adviser
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Waiting/Benefit periods
You can then download as either PDF or CSV files.
If you have any questions, please reach out to your customer service consultant or business development manager.