Standard Reports

Agents can gain valuable insights from their quote data through our standard reports. Custom report templates can be created and retrieved later to help you focus on specific areas.

You can analyze your producers' quoting behaving by the following filters:

  • Quote action dates, such as the date the quote was created, bound, last retrieved
  • Producer
  • Location
  • Insurance carrier
  • Policy status
  • Contact method
  • Lead source
  • Type of quote (new business, renewal)
  • Insured's location (ZIP or state)

You can export reports to Excel or as a PDF.

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