| Question / Issue |
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| Which business reports can be exported to Excel? |
| Answer / Solution |
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These InsurancePro business reports provide valuable information about how your agency is performing, and can be exported to Excel.
Popular reports and where to find them in InsurancePro:
- Policy List Report (under Agency Performance) = policies; including initial premium, endorsement amounts, commissions, and agency fees.
- Client Contact Report (under Agent Performance) = client contact information; including address, email, and phone numbers.
- Commission List Report (under Commission Statements) = commissions for all agents.
- Daily Transaction Payments Report (under Financial) = all payments received over a given period of time.
- Payment Fees Report (under Financial) = fees received from incoming payments.
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FAQ ID # 350
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