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2025
January
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Member IDs to Include
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Product IDs to Include
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Product IDs to Exclude
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Agent IDs to Include
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Agency IDs to Include
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Eligible States
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Payment Date
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To
Settled Date
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To
Transaction
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Status
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Declined
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Allstate
SGIC
UHC
Completed
Yes
No
All carriers
Allstate
SGIC
UHC
Refund
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No
All carriers
Allstate
SGIC
UHC
Chargeback
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All carriers
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SGIC
UHC
Transaction Method
ACH
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SGIC
UHC
Member
Member ID
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Product
Product Type
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Products to Include
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Products to Exclude
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Agency
Agent ID
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Agency ID
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Active Agents Only
Yes
No
All carriers
Allstate
SGIC
UHC
Include Test Agents
Yes
No
All carriers
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SGIC
UHC
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Standard Reports
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