This report is useful in that it allows you to see all the balances owed on any bond you wrote. I look at this often to see which customers owe money, which agents do really well at getting their balances in the door, and how much is still owed compared to the total amount we lend out.

These numbers are also instrumental in several metrics and KPI’s throughout the year and for budgeting purposes. Super useful report to familiarize yourself with. Also helps collections agents see what is missing off their calendars! I encourage each of you to use this report for self-accountability and for office managers to gauge overall success of their offices.

Captira has many reports that will help you reach your goals, if you need help with them, just ask