ipfs.com| Reports

A variety of reports can be run on demand to assist you in managing your accounts on ipfs.com.

The agency administrator has granted you rights, which displays reports available to you. If you have access to other locations they will be available.

Reports included can be downloaded in PDF, Excel or CSV formats.

Reports with an asterisk (*) require rights to access.

Account Status	Provides a list of all account details including the number, insured, online status, due amount, balance due, due date, eligible cancel date, and AutoPay ACH status.
AutoPay ACH Consent	Allows you to track the status of AutoPay ACH Consent by date and/or enrollment status.
Cancelled Accounts With Balance Due	This report has an option to include all policies. The date the company and IPFS cancelled, premium, balance and total amount due are detailed.
Daily Production	This report has an option to include all policies. The account number, insured, policy numbers, cash price, down, amount financed, finance charge, payment amount, frequency, first due, accepted date and APR are listed.
eSign	Primary fields include quote number, agent name, insured name, state, eSign date, booked date, premium, AF, financed/paid in full, account number and quote created by.
Fee List*	If authorized this report details fees for the location.
Entity Funding*	If authorized this report details funding or fee transactions for the location and markets. Funding transactions include whether Insured financed or paid in full, and the disbursement details including amount funded per policy policy number, method, status and date.
Funding	This report details all funding transactions for the location and markets, including future fundings. The report includes whether insured financed or paid in full, and the disbursement details including amount funded per policy policy number, method, status and date.
Missing Policy Numbers	Insured specific searches can be performed. Missing or pending policy numbers, in a late status and cancellation within 14 days.
Non-Sufficient Funds	Details the account, amount, check number and return date along with the account status.
Outstanding Account Balance	Accounts with a balance are detailed. Grouped by the status of current, late or cancelled.
Pending Cancellations	Can set a time range and premium amount. Lists the account details, next payment due, installment, current balance, amount to bring current, payments due, eligible cancel date, promised days and days until cancellation.
Pending Renewals	Can set a time range and premium amount. Lists the account details and renewal date.
Payment Due Date	Helps you manage payments that are coming due by listing the account information, amount due, current balance, mailing date, remaining payments and due date.
Production Breakdown	Lists the premium finance dollars, TotalPay CC and TotalPay ACH dollar amounts, percentages and count.
Quote List	Details the quotes that were entered for the time selected.
Return Credit Received	Details return credits, such as endorsement credit return premiums and the policies it impacts. Each on a separate tab.

The information contained herein is confidential an proprietary. Recipients will respect the confidentiality of this material and not disclose to any third party any of the contents of this document without first obtaining written approval from IPFS. Copyright © 2023 IPFS Corporation. All rights reserved. 02/11/26

ipfs.com| Reports

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