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.