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.
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.
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.
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.