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30 FAQs Found
Page 1 of 3
How do I turn on/off agency report card?
Agency Report Card 
Basic Reports Access for Standard or Restricted Users
Basic Reports Access for Standard or Restricted Users 
How do I export saved quotes to an Excel file?
Basic Reports Excel export instructions. 
What is the Producers/Cust Serv Reps Performance Report?
How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats 
What Quote Analysis Reports are available?
performance reports, quote analysis, limit analysis 
What formats are available for the Performance Reports?
A list of the various type of formats performance reports are available in 
What is the Closing Ratio Report?
Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing 
What is the Overview Report?
Description of the Overview Reports 
What is the Quotes Not Bound Report?
How can I report on why we are loosing sales? 
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