Total of customer premiums

[Hans Manhave]

After 27 years on TAM, I still wonder about this: Does TAM have a simple way to add up all the premium transactions for a policy?  I mean all those production items for certain policy screens.  For example, all the 2-001 and 2-007 premium bearing transactions (NEW, REN, -EN, user defined transactions).  Not the non-commissionable things like stamping fee and surplus lines tax.  Also not including screen 2-002, 2-003 or whichever ones one doesn't want to include.  And all that for a certain, to-be-specified, time period.  Preferably pro-rated, but I would be happy with just a straight total.

Nobody in TAM world has ever needed this?

I have run production reports but I don't need that expanded detail.

Currently, I filter the invoices (which is terrible because of filtering on transaction dates and not possible to do so on effective dates) and then manually total it up because TAM also doesn't export this list to Excel.

[Jeff Zylstra]

Nope.  I think something in Account Views under invoices is going to be as close as you're going to get.  You may be able to find a comma delimited "printer" that would allow you to "print" this so you could import it into Excel, but that is as close as you're going to get.

You may be able to help yourself a bit by how policies are entered and/or invoiced.  That might alleviate the subsection issue you talked about.