File Not Permitted
Premiums Raised — Reporting Date
Premiums Raised — Financial Year to Date
Loss Ratio — Earned Premium Basis
· All Divisions · YOA 2024 & 2025
Claims Paid vs Earned Premium by Year of Account
Earned premium = gross premium pro-rated over policy period to reporting dateUpload premium and claims data to populate.
Loss Ratio — Raised Premium Basis
· All Divisions · YOA 2024 & 2025
Claims Paid vs Raised Premium by Year of Account
Raised premium = gross premium raised in the reporting periodUpload premium and claims data to populate.
Upload data to populate.
Large Loss — By Year of Account
· Claims with total paid > R575,000 across all uploaded months
Large Loss — Cumulative across all months
Grouped by claim number (CL-xxxxx) — same claim across multiple months is summedUpload claims data to populate.
Unearned Premium — Reporting Date
Unearned Premium — Financial Year to Date
Triangulations
Unearned Premium — Policy Detail
UPR by Policy
Unearned Premium — Reporting Date
Unearned Premium — Financial Year to Date
Triangulations
Unearned Premium — Policy Detail
UPR by Policy
Unearned Premium — Reporting Date
Unearned Premium — Financial Year to Date
Triangulations
Unearned Premium — Policy Detail
UPR by Policy
No claims data loaded
Claims Paid — All Divisions
Open Claims (Reserves) — All Divisions
Claims by Benefit Type & Year of Account
Paid Claims — Benefit Type × YOA
Claims Paid by Division & Year of Account
Paid Claims — Division × YOA
Large Loss — This Month
Large Loss — Paid Indemnity > R575,000 this month
Based on "Paid this month - Indemnity (+ Vat)" for the selected reporting monthUpload claims data to populate.
No paid data loaded
Debtors Summary
Age Analysis
Outstanding Balances by Client & Policy
Upload Paid Excel files to populate the debtors book.
Raised Debtors Data
· Sum of gross raised premium per debtor for selected period
Select a From and To month then click Apply.
SASRIA Premium Raised
· Per upload month · Split by financial year
Upload premium data to populate.
Premium Paid — Excl. SASRIA
· Per upload month · Split by financial year
Upload paid data to populate.
SASRIA Premium Paid
· Per upload month · Split by financial year
Upload paid data to populate.
Claims — Paid & Open Claims Reserve
· Per upload month · Split by financial year
Upload claims data to populate.
Reconciliation to Debtors Total Raised
· All uploaded months · All financial years
Upload premium data to populate.