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...

How do I pull a Date of Birth Report?

To pull a Date of Birth Report Step 1:  Go to Reports Step 2:  Go to Production Step 3:  Go to Misc Step 4:  Place a check mark in the Date of Birth Report section Step 5:  Enter a date range Step 6:  Click Preview For instructions watch the video below View Video...

How can I filter payments on the Remittance Report?

Filtering for specific companies on the remittance report is easy. Step 1: Click Reports and Remittance Step 2: Select a Date Range and the Locations for your report Step 3: Make sure the box next to Remittance Report is checked Step 5: Click Export to Excel Step 6:...