Need Report for Applied Agent Acquisition

[Bob]

Been off TAM over 3 yrs now so I forget what reports give me what I need.

I need a report that would give me clients name/address and I need to know basic in force policy info like LOB, Policy Number, Effective Dates.   Preferably in Excel so I can remove extra data.

I need to ask this TAM Agent for the data to present to me.  Once in Excel, I can import or give to Nexsure to clean up and import.

TIA for any direction and help!

[Jim Jensen]

Search - Customers; Policies - Current. Specify the fields you want and you can have them set criteria to filter out the canceled policies. That's probably the easiest way. Set output to Excel.

[Bob]

Thanks Jim!

[Jim Jensen]

I always toss in the Client Number so you can sort by it, if you want. It's the closest to an alpha name sort that you can get.