Reports: Tracking Renewals, Cancellations, New Business, & Endorsements
PrintYou may be asking one or more of the following questions:
- How many new business policies were issued during the (MM/DD/YYYY--MM/DD/YYYY) period?
- How many policies cancelled during the (MM/DD/YYYY--MM/DD/YYYY) period?
- What policy changes (additions/deletions) occurred during the (MM/DD/YYYY--MM/DD/YYYY) period?
- Which policies renewed during the (MM/DD/YYYY--MM/DD/YYYY) period?
You can get most of this info from the main navigation menu on the left side of your screen (at the very bottom).
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Use the date filters on each page to adjust the defined period.
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You can also "Search Reports" in the "Reports" page found on the main navigation menu.
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Questions w/ locations of where you can find your answers:
- How many new business policies were issued during the (MM/DD/YYYY--MM/DD/YYYY) period?
- Search for the report: "Renewals vs New Business" (shown above)
- How many policies cancelled during the (MM/DD/YYYY--MM/DD/YYYY) period?
- At the very bottom of your main navigation menu, click on "Cancelled" (shown above)
- What policy changes (additions/deletions) occurred during the (MM/DD/YYYY--MM/DD/YYYY) period?
- Search for: (a number of different) "endorsement" reports ("Endorsements Report", "Commissions by Endorsement", etc.)
- Which policies renewed during the (MM/DD/YYYY--MM/DD/YYYY) period?
- Search for the report: "Renewals vs New Business" (shown above)
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