Topics > Quote Utilities > FAQ ID # 234

FAQ ID # 234
Last Update : 2015/09/04
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Question / Issue
How do I run a report to determine the number of quotes 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 Quoted By and select your producer
  3. Select one of the following buttons at the bottom of the screen:

·         Summary Onlyto only display the total number

·         Detailed Reportto display the total number and details on each policy bound

·         Excel Reportto export the quote information to excel format

·         Geographical Mapto view a map showing all of the quotes bound

Related FAQs
How do I run a report on the number of policies bound by producer?

Direct Link to This FAQ

Report number of quotes by producer

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