|FAQ ID # 352
|How to monitor the quoting activity by insurance company
Last Update : 2013/05/17
Rating : Not Rated
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|Question / Issue
|What is the Insurance Company Performance Report?
|Answer / Solution
The Insurance Company Performance Report provides a detailed analysis of how each of your locations are performing.
The report is located under the menu Options > Reports - Advanced.
The Insurance Company section provides two different reports:
These reports provide the tools for an agency owner or manager to be able to conduct in-depth analyses on the auto and home quoting/binding activity by carrier.
Some examples of reports in this section include:
The results for each report can be viewed in visual graphs such as bar graphs or pie charts as well as in list form.
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|insurance company quoting