You can access the Agency and Agent Report by clicking the Agency and Agent Report link as depicted in the following figure:
Upon clicking this link, following prompt is displayed:
This prompt displays Agency field to select the corresponding value.
You can enter a value in the Agency field and click button. The search operaiton is performed and the results are displayed as depicted in the following sample report:
The contents of the report are the following:
|Displays the ID of the policy.
|Line of Business
|Displays the LoB to which the business belongs to.
|Displays the type of the policy.
|Displays the current status of the policy.
|Displays the name of the customer.
|Displays the policy amount.
|Displays the premium amount per period.
|Displays the frequency at which the premium needs to be paid.
|Displays the policy start date.
|Displays the policy end date.
|Displays the policy renewal date.
You can click button to export the report data to an excel sheet.