The book you have

Book Of Business

Accounts that hold personal and commercial business on one record, placements with the full agency-side field set — carrier, class, bill method, term, premium, producer, branch — and the cuts a principal asks for: by carrier, by class, by producer, by branch. Read straight from the records, which is why the pivot and the list cannot disagree.

425 policies on the book

Account, carrier, placement, class, producer, expiry, bill method, full-term premium and gross commission on one line.

Seven carriers, one book

Premium and gross commission per carrier — concentration, and the leverage you have when a carrier's renewal terms arrive.

A placement, not a rating screen

Account, carrier, issuing company, who the premium is payable to, the agency code and the term. The note on it separates two questions systems usually merge: is the client on risk, and has the paperwork come back.

The motor book on its own menu

125 motor placements with vehicle value, vehicles, drivers, financiers and certificates issued — one of ten class books, because a motor desk and a marine desk are different people.