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4 FAQs Found
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How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats 
What is the Producers/Cust Serv Reps Performance Report?
 
What is the Closing Ratio Report?
Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing 
I have set up a company group for each state b/c we may have the same company for different states and the producer codes/ user/passwords are different by state. We have two producers that have to have access to all groups for rating. However, when I login I can only choose location and cannot find where I would select the company group that I would need at that time. Is there another way or can you help me find out how to make this work.
 
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