How do I pull a report for my book of business?

Pulling your book of business is easy.

Step 1:  Select Reports from the Ribbon at the top of the main screen

Step 2:  Select Production

Step 3:  Select the Personal or Commercial lines tab depending on which you need

Step 4:  Place a check mark next to active policies by company

Step 5:  Hit preview

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Category: Reporting

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