FAQ ID # 349
How can I report on why we are loosing sales?
Last Update : 2013/05/17
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
What is the Quotes Not Bound Report?

Answer / Solution

Agents can identify why each quote was not sold.  This will help agency owners and managers identify areas that need to be addressed in order to close more policies.

The Quotes Not Bound report presents the results of what was indicated on quotes within a specified time frame as to why the sale was lost.

This report is available under the Producers / Cust Serv Reps report section.

Related FAQs
How do I mark a policy bound?
How does the Require a Reason for All Quotes not Bound feature work?
What is Reason Not Bound?

Direct Link to This FAQ

not bound, lost sales

Back to Top