Author Topic: Need Report for Applied Agent Acquisition  (Read 54 times)

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Offline Bob

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Need Report for Applied Agent Acquisition
« on: December 03, 2018, 03:01:44 pm »
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!
Bob Connor
IT/Project Management/Accounting
Kosich Family Insurance Serv. LLC.
Nexsure Ver 3.x

Offline Jim Jensen

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Re: Need Report for Applied Agent Acquisition
« Reply #1 on: December 03, 2018, 03:16:04 pm »
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

Offline Bob

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Re: Need Report for Applied Agent Acquisition
« Reply #2 on: December 03, 2018, 03:22:12 pm »
Thanks Jim!
Bob Connor
IT/Project Management/Accounting
Kosich Family Insurance Serv. LLC.
Nexsure Ver 3.x

Offline Jim Jensen

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Re: Need Report for Applied Agent Acquisition
« Reply #3 on: December 03, 2018, 04:14:23 pm »
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