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Customer Production Reports
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Use customer production reports to compare last year's production with the current period. Access production information by agent, line of business and transaction type.
See reports by line of business to help analyze which areas are growing or most profitable. Non-premium amounts can be included and additional filters are available for customized output.
Benefits Include:
- Anything attached to a client can be easily located within a single screen.
- A simple click of a tab will refine a list to only those pertinent transactions. For example, if you click the policy tab, it will only list policies for that client.
- You can add new clients from Client Explorer.
- List boxes are dramatically faster, bringing up large account information in seconds.
- You can sort any column on any list with a single click.
- The intuitive interface makes it easy for your employees to learn and use.
- List boxes allow you to define simple filters to display only the information you want to see.
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