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FAQ ID # 233
Last Update : 2015/09/04
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Question / Issue
How do I run a report on the number of policies bound by producer?

Answer / Solution

NOTE: You must be an Agency Admin to access this feature.

Go to the Reports menu and select Basic

  1. Select your date range from the Date Quote Last Modified date fields at the top of the screen.
  2. Click on Written By and select your producer
  3. Select one of the following buttons at the bottom of the screen:

·         Summary Only – to only display the total number

·         Detailed Report – to display the total number and details on each policy bound

·         Excel Report – to export the quote information to excel format

·         Geographical Map – to view a map showing all of the quotes bound

Related FAQs
How do I run a report to determine the number of quotes by producer?

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Policies bound by producer

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