Need Report for Applied Agent Acquisition

Started by Bob, December 03, 2018, 03:01:44 PM

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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.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

Bob


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.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis