Print Page - Need Report for Applied Agent Acquisition

Title: Need Report for Applied Agent Acquisition
Post by: Bob 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!

Title: Re: Need Report for Applied Agent Acquisition
Post by: Jim Jensen 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.

Title: Re: Need Report for Applied Agent Acquisition
Post by: Bob on December 03, 2018, 03:22:12 PM

Thanks Jim!

Title: Re: Need Report for Applied Agent Acquisition
Post by: Jim Jensen 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.

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General Topics => Helpline => Topic started by: Bob on December 03, 2018, 03:01:44 PM