BrokerCentral

How to get the system to make a report for you.

Creating a Report

If you want to get some specific details about the kind of policies you are writing then look here.

An overview of your teams performance regarding to number of clients, leads, outstanding tasks and the average number of proposals created.

If you need to create a report based on number of policies or account executive then use this

This will show you the premiums, fees, commission and policy count for all the insurers on your book.

This gives you an overview of who has claimed, which insurer has the most claims and what coverages are claimed against.

Creating reports to check for trends or collate information 

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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