Reports: Tracking Renewals, Cancellations, New Business, & Endorsements

Reports: Tracking Renewals, Cancellations, New Business, & Endorsements

Print

You 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).

Use the date filters on each page to adjust the defined period.

You can also "Search Reports" in the "Reports" page found on the main navigation menu.

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)

Which policies renewed during the (MM/DD/YYYY--MM/DD/YYYY) period?

Search for the report: "Renewals vs New Business" (shown above)

Search for the report: "Renewals vs New Business" (shown above)