Aggregate Report

Last updated: July 5, 2025

Applicable for:

  • Commercial Property
  • Liability, Homeowners
  • Dwelling Fire policies.

Aggregate reports give a clear summary of important insurance data, like policy limits and regional performance. They help professionals track exposure by risk location, monitor performance, and stay compliant.

How It Works:

  • Leverages the Risk BDX report as the foundation for data analysis.
  • Groups and summarizes policy limits by risk location, organized hierarchically by:
    1. ZIP Code
    2. County
    3. State
  • Any unknown counties will be grouped under an “Unknown” county category.

New Filtering Options:
Filter transactions with the following criteria:

  • Date As Of: Mandatory filter, defaulted to today, factoring in endorsement effective dates.
  • Policy Effective Date: Optional range (from/to).
  • Marketing Company: Optional.
  • Carrier: Optional.
  • Wind Coverage: Filter by policies with wind coverage included, excluded, or all policies.

Where to Find It:
This report can be accessed via the sidebar navigation under Reports > Bordereau Reports > Aggregate Report.

These updates streamline risk data analysis, making grouping, summarizing, and filtering key metrics easier.