Agency Reports

Producer Reports will show a breakdown of how each Producer in your agency is doing. You will see : Quotes, Applications, Endorsements, Premium Total, LOB. 

You will also see a breakdown of carrier totals as well. 

Go to ‘Reports’ (in red), then click ‘Producer Reports’ (in green). 

Enter the date you would like to view, then the email to send the reports to (in yellow). This will be sent to that email in an Excel Doc.