Reporting

 

Reporting

Tailored reporting for customers, policies, financials and sales.

 

Reminders

Each time you sign in you can view your daily reports: policies about to expire today and the following days, pending tasks, today’s appointments, customers’ birthdays, financial transactions, list of recent collections.

Policy Reporting

Search policies using your own criteria. View active, expired or cancelled policies. Filter results per insurance company, agents or customers. Narrow down results using time filters.

Financial Reporting

Search your agency’s collections and payments for any given time period. Filter results by transactional party (customer, company, agent) and payment or collection method (cash, debit card etc.). Use these results to forecast future income.

Manage reports

Save reports as a pdf, print or export them. Share reports with your team to evaluate efficiency and set goals. Print or save reports each time you complete a mass payment.

Reporting was last modified: September 20th, 2017 by Pakia