Is there a Report to view Renewals that are Paid in Full?

Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full.

Step 1:  From the Main Screen select Reports/Production
Step 2:  Place a check mark in the Renewals (Paid in Full) box
Step 3:  Select your date range
Step 4:  Hit Preview

Note:  For a client to show in the report you must have “Paid In Full” selected in the Pay Plan field on the Policy Screen

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Category: Reporting

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