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.