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Multi-Line Policies: Tracking by LOB
Multi-Line Policies: Tracking by LOB
PrintIf you want to track production by LOB (even for packaged policies), here is an idea:
As you enter in each LOB on the policy, you can also enter in the premium and commission for each:
There are also several reports that break production by Line of Business. On the main navigation menu, in the "Reports" page, search (in the "Report name" text box) for "LOB."