Reporting
Numerous in-depth Graphs and Reports
With customizable and thorough business graphs and reports, InsurancePro lets you monitor your production, your income, and your staff’s performance with incredible ease. InsurancePro’s numerous in-depth reports and graphs will give you the information you need to capitalize on favorable trends and mitigate negative trends. Below is only a sample of some of the reports you can easily create in InsurancePro:
Number of New or Renewed Business for a specified time frame, producer, and line of business.
Monitor Agency fees, premiums written, and commissions
Graphs to evaluate Agent/CSR Performance
Income and Expense Statements
Track Referral Sources
Retention Reporting
Customer Monthly Due Reports
Custom Reports
Customize the reports you need to run your agency.