Accessing the TCOR Report
1. Click TCOR Report from the ‘Reporting’ drop down menu.
Select to explore Training Topics and to access the Knowledge Base.
Select the most recent origination date of your client data. This will pro rate all annual sales, premiums, and fees to the selected date.
Here is a list of all policies in the selected account available for analysis.
Click to move the policy to the Benchmark Policy Pool.
Click to move the policy to the Comparison Policy Pool.
A listing of all Policies included in the benchmark time period.
A listing of all policies included in the comparison time period.
The results of your benchmark vs. comparison TCOR analysis.
Customizable time period labels for your TCOR Report.
Select your report from the drop down and click ‘Run’ to render it.
A listing of all ‘Saved’ historical TCOR reports.