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Access Agency and Agent Report

2 views 0 June 24, 2021 kbadmin

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:

Column Name Description
Policy ID Displays the ID of the policy.
Line of Business Displays the LoB to which the business belongs to.
Policy Type Displays the type of the policy.
Policy Status Displays the current status of the policy.
Customer Displays the name of the customer.
Policy Amt Displays the policy amount.
Premium Amt Displays the premium amount per period.
Premium Frequency Displays the frequency at which the premium needs to be paid.
Start Date Displays the policy start date.
End Date Displays the policy end date.
Renewal Date Displays the policy renewal date.

 

You can click  button to export the report data to an excel sheet.

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