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FAQ ID # 288
Last Update : 2013/05/17
Rating : Not Rated
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Question / Issue
What is the Producers/Cust Serv Reps Performance Report?

Answer / Solution

The Producers/Cust Serv Reps report located under Options > Reports>Advanced is a report that provides a detailed analysis of each producer’s (and/or customer service representatives) performance. 

The Producers/Cust Serv Reps section provides four different reports:

These reports provide the tools for an agency owner or manager to be able to conduct in-depth analyses on producers or customer service reps auto and home quoting/binding activity.

Some examples of reports in this section include:

  • Producer’s Performance can be measured on:
    • Number of Quotes Entered in a specified time frame
    • Number of Quotes Modified (existing quotes that were changed) in a specified time frame
    • Number of Quotes Entered and/or Modified in a specified time frame
    • Number of Quotes Bound in a specified time frame 
  • In addition, certain comparisons can be made to extend the analysis, such as:
    • Quotes Entered compared to Quotes Bound
    • Specified time frames compared to other specified time frames (i.e. Jan 2011 vs Jan 2012)

The results for each report can be viewed in visual graphs such as bar graphs or pie charts as well as in list form.
In addition, specific data for each quote record can be exported (in data graph mode) to a PDF, Excel or CVS file.

 

 

 

Note: Only agency and location administrators have access to these reports.


Related FAQs
What is the Overview Report?
Description of the Overview Reports
What formats are available for the Performance Reports?
A list of the various type of formats performance reports are available in
What Quote Analysis Reports are available?
performance reports, quote analysis, limit analysis
How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats
What is the difference between Quotes Entered and Quotes Modified?
What is the Data Entry Quality Report?
A detailed explanation of what a Data Quality Report is
What is the Closing Ratio Report?
Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=288

Tags
producers performance, report, customer service representatives, activity, quote reports

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