Difference between revisions of "User Dashboard Tab"

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<tr>
     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|June 2015]]</td>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td>
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</tr>
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<tr>
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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=User_Dashboard_Tab&oldid=4148 Click Here]</td>
 
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<ul>
 
<ul>
<li>[[Training 1: Newton Interface Overview]]</li>
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<li>[[Main Menu and Tab Navigation]]</li>
 
</ul>
 
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{{#ev:youtube|txeKbMItUNg|300|right|Part 1: Dashboard}}
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This page provides an overview of the initial User Dashboard Tab that displays immediately [[Log in to Newton by Agency Systems|after the login screen]].  
The Dashboard Tab (User), [[Client Tab]], [[Company Tab]], [[Vendor Tab]], [[Management Tab]], and [[Policy Express]] are the primary dashboards within Agency Systems.  
 
  
The Dashboard is an interactive reporting view for [[#Submissions|ToDo items (Submissions and Diaries)]], [[#Expiring Policies|expiring policies]], [[#Active Policies|active policies]], [[#Active Clients|active clients]], and [[#Emails|recent correspondence]].  The dashboard allows the [[#Navigation|current operator]] quick-and-easy one-click access to information previously only available through multiple reports.
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The [[Main Menu and Tab Navigation|Main Menu]], [[User Dashboard Tab]], [[Client Tab]], [[Policy Dashboard]], [[Policy & Billing]], [[Company Tab]], [[Vendor Tab]], and [[Management Tab]] are the primary interfaces and dashboards within Newton.
  
By default, the dashboard displays all information based on the [[#Navigation|current operator]].  The view can easily be changed with a single selection to another member of the team.  This allows a manager to quickly view [[#Active Policies|total production by producer]], and [[#Expiring Policies|expiration lists by CSR]].  
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== Before you begin ==
 +
The main menu is not specific to the User Dashboard Tab, displayed at the top of the Newton window.
  
== Navigation ==
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[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
 +
 
 +
== User Dashboard Tab Interface ==
 
The dashboard tab contains a top toolbar of global options, and a profile drop-down box to change the selected [[Producer Profile|operator]].  
 
The dashboard tab contains a top toolbar of global options, and a profile drop-down box to change the selected [[Producer Profile|operator]].  
  
[[File:Userdashboard-topsummary.png]]
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[[File:Dashboardtab-toppanel.png]]
 
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;User Dashboard Toolbar
*'''Profile:''' Edit the [[Producer Profile|operator profile]] for the [[#Navigation|current operator]].
 
*'''Add Tab:''' Create an additional [[Client Tab|Client]], [[Company Tab|Company]], or [[Vendor Tab|Vendor]] tab.
 
*'''Client:''' Perform a [[Client Keyword Search]].  The resulting client will automatically create a new [[Client Tab|client tab]]. Select the drop down to create a [[Client Profile|new client]].
 
*'''Policy:''' Perform a [[Policy Keyword Search]].  The resulting client will automatically create a new [[Client Tab|client tab]].
 
*'''Insured:''' Perform a [[Named Insured Keyword Search]].  The resulting client will automatically create a new client tab.  The Named Insured filter will be applied to the [[Diary]], [[Submission|Submissions]], Policies, and [[Attachment Integration|Attachment]] bands.  This button is only visible if the [[Agency Profile|agency type is a GA]], or if the [[Preferences#User Options|option to show the insured search is enabled]].
 
*'''Find:''' Displays the find window to find a value displayed on the dashboard.
 
 
*'''Refresh:''' Refreshes the currently selected dashboard, without removing any applied filters.  
 
*'''Refresh:''' Refreshes the currently selected dashboard, without removing any applied filters.  
*'''Favorites:''' See [[#User Favorites List|User Favorites List below]].  
+
*'''Find Text:''' Displays the find window to find a value displayed on the dashboard.
 +
*'''Create Item:''' Create a new [[Diary]] (Todo), or [[Email]].
 +
*'''User Options:''' Configure user [[Preferences|preferences]] for the Newton interface.  
 
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the dashboard tab.
 
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the dashboard tab.
 +
*'''Show / Hide Preview Pane:''' Enable or disable the preview pane, which displays details for the selected item. [[#Preview Pane|See below for additional information]].
 +
*'''Agency Bulletin:''' The Agency Bulletin is the optimal place for office announcements made by an office manager. [[#Agency Bulletin|See below for additional information]].
 +
 +
==== View Another User's Dashboard ====
 +
By default, the dashboard displays all information based on the current operator.  The view can easily be changed with a single selection to another member of the team.  This allows a manager to quickly view [[#Active Policies|total estimated future production by producer]], and [[#Expiring Policies|expiration lists by CSR]].
 +
 +
Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive operators are not included in the drop-down list.  To load an inactive operator, first select the "'''Include Inactive Operators'''" check box.  ''(Changing to another operator’s list can be disabled per operator through [[Producer Profile|Setup -> Producer (Users)]].)''
 +
 +
[[File:Dashboardtab-toppanel-incinactive.png]]
 +
 +
==== Agency Bulletin ====
 +
When a user opens the system, the Agency Bulletin is automatically displayed.  The Agency Bulletin is the optimal place for office announcements made by an office manager.  For example, office lunches, meetings, procedure reminders, outside visitors, or birthday messages.
  
 +
[[File:Userdashboard-agencybulletin.png]]
  
Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive operators are not included in the drop-down list.  To load an inactive operator, first select the "'''Include Inactive Operators'''" check box.  ''(Changing to another operator’s list can be disabled per operator through [[Producer Profile|Profiles -> Producer]].)''
 
  
:[[File:Userdashboard-topsummary-includeinactive.png]]
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The agency bulletin will either have an '''Edit''', or an '''Open''' button.  Selecting either button opens the same window, one as read-only and one with write access.
  
=== User Favorites List ===
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[[File:Userdashboard-agencybulletin-create.png]]
The user dashboard toolbar contains a “Favorites” drop-down that can be customized by the current user.  Favorites for common reports such as the balance sheet or income and expense can be selected, or other menu items such as reconcile receivables or payables.  
 
  
:[[File:Userdashboard-favorites.png]]
 
  
Select '''Favorites -> Edit List''' to choose the desired menu options.  Double-click on each menu to add it to the favorites list on the left.  Highlight a specific item and select Up or Down to update the order of the list.  When finished, select '''Save'''.
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Editing the Agency Bulletin requires [[Security System|Setup -> Security System -> Profiles -> Agency -> Edit]] access.
  
:[[File:Userdashboard-favorites-edit.png]]
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The view and edit screens both use the Memo Font Size set in the user [[Preferences#Band_Font_Size|preferences]].
 +
 
 +
== Navigation: Right-Click, Sorting, and Preview Pane ==
 +
The User Dashboard Tab is an interactive reporting view for [[#Submissions|ToDo items (Submissions and Diaries)]], [[#Expiring Policies|expiring policies]], [[#Active Policies|active policies]], [[#Active Clients|active clients]], and [[#Emails|recent correspondence]]. The dashboard allows the [[#View Another User's Dashboard|current operator]] quick-and-easy one-click access to information previously only available through multiple reports.
  
=== Navigation: Right-Click, Sorting, and Preview Pane ===
 
 
Click the (+) next to any section to expand that section, or (-) to collapse it. You can click the column headers in any of these bands to sort the list; for example, to sort policies by premium, or clients by source of business.  
 
Click the (+) next to any section to expand that section, or (-) to collapse it. You can click the column headers in any of these bands to sort the list; for example, to sort policies by premium, or clients by source of business.  
 +
 +
If a policy or diary is selected from the User Dashboard Tab Newton will automatically load the client tab first, then the selected item as a sub-tab.
 +
 +
[[File:Newton-clientdash-mutlitab-markup.png]]
 +
  
 
Each band of the Dashboard Tab includes a Right-Click option to copy the contents to the clipboard.  Once copied, the content can be pasted into an email, Microsoft Word document, or Microsoft Excel spreadsheet.  
 
Each band of the Dashboard Tab includes a Right-Click option to copy the contents to the clipboard.  Once copied, the content can be pasted into an email, Microsoft Word document, or Microsoft Excel spreadsheet.  
  
Each band of the Dashboard Tab includes a Right-Click option to '''Open Client''', which creates a new [[Client Tab|Client Tab]]. ''(The Active Clients band does not require a Right-Click to open the client)''
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Each band of the Dashboard Tab also includes a Right-Click option to '''Open Client''', which creates a new [[Client Tab|Client Tab]].
  
[[File:releasenotes-dashboard-rightclick.png]]
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[[File:Dashboard-submission-openclient.png]]
 +
 
 +
==== Preview Pane ====
  
 
Selecting a record will display contextual information in the right preview pane.  The information displayed will change based on the type of record selected.  For example, submission and diary items will display comments, while a client record will display detailed client information.  The preview pane width can be adjusted, and the font size changed by Right-Clicking, and selecting the desired size.
 
Selecting a record will display contextual information in the right preview pane.  The information displayed will change based on the type of record selected.  For example, submission and diary items will display comments, while a client record will display detailed client information.  The preview pane width can be adjusted, and the font size changed by Right-Clicking, and selecting the desired size.
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A [[submission]] is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.
 
A [[submission]] is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.
  
:[[File:Submission-new.png]]
+
[[File:Submission-window.png]]
 
 
All submissions within the default ToDo date range with a status type of open assigned to the [[#Navigation|current operator]].
 
''(See Other -> Preferences -> User Options -> To Do Future Days Filter to change the value)''
 
 
 
Active submissions are displayed in blue.  Past-due submissions are displayed in red.
 
  
Expand the submission detail band to view the same additional information listed on the Client Tab.  
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*All submissions within the default ToDo date range with a status type of open assigned to the [[#View Another User's Dashboard|current operator]].
 +
*See [[Preferences#User_Options|Setup -> Preferences -> User Options -> ToDo Future Days Filter]] to change the default value.
 +
*Active submissions are displayed in blue.  Past-due submissions are displayed in red.
 +
*Expand the submission detail band to view the same additional information listed on the [[Client Tab]].
 +
*'''Right-Click -> Print Section''' to print all ToDo items or select '''Options''' to apply additional filters.
 +
*:[[File:releasenotes-dashboard-submission-rightclick.png]]
 +
*A closed submissions sub-band is also available.  
  
'''Right-Click -> Print Section''' to print all ToDo items or select '''Options''' to apply additional filters.
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==== Submissions Assigned to Others ====
 
 
[[File:releasenotes-dashboard-submission-rightclick.png]]
 
 
 
A closed submissions sub-band is also available.
 
  
 
The submissions band also includes a '''Submissions Assigned to Others''' sub-band.  An assigned submission is any open submission originally created by the current user, assigned to another user.  Only open submissions within the [[Preferences#User_Options|default future ToDo range]] used for the active submissions band will be displayed.
 
The submissions band also includes a '''Submissions Assigned to Others''' sub-band.  An assigned submission is any open submission originally created by the current user, assigned to another user.  Only open submissions within the [[Preferences#User_Options|default future ToDo range]] used for the active submissions band will be displayed.
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A [[diary]] is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes.  
 
A [[diary]] is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes.  
  
:[[File:Training1-basictab-diary.png]]
+
[[File: Diary-window.png]]
  
All diaries within the default ToDo date range with a status type of open assigned to the current operator.  
+
*All diaries within the default ToDo date range with a status type of open assigned to the current operator.
''(See Other -> Preferences -> User Options -> ToDo Future Days Filter to change the value)''
+
*See [[Preferences#User_Options|Setup -> Preferences -> User Options -> ToDo Future Days Filter]] to change the default value.
 +
*Active diaries are displayed in blue.  Past-due diaries are displayed in red.
 +
*Right-Click and select options to apply additional filters or print a report.
  
Active diaries are displayed in bluePast-due diaries are displayed in red.
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==== Diaries Assigned to Others ====
 +
The active diaries band also includes a '''Diaries Assigned to Others''' sub-band.  An assigned diary is any open diary originally created by the current user, assigned to another userOnly open diaries within the [[Preferences#User_Options|default future ToDo range]] used for the active diaries band will be displayed.
  
Right-Click and select options to apply additional filters or print a report.
+
[[File:Ic_info_black_24dp.png]] See: [[Diary]] for more information.  
 
 
The active diaries band also includes a '''Diaries Assigned to Others''' sub-band.  An assigned diary is any open diary originally created by the current user, assigned to another user.  Only open diaries within the [[Preferences#User_Options|default future ToDo range]] used for the active diaries band will be displayed.
 
  
 
== Expiring Policies ==
 
== Expiring Policies ==
Lists all expiring policies, quotes, and binders where the current operator is the client CSR, policy producer, or policy sub-producer.  Select a policy to open the [[Policy Express]] window, or right-click to open the [[Client Tab|client]]. The expiration list can be worked directly from the Dashboard Tab; as policies are renewed , replaced, or marked non-renewed, they will be removed from the list.  
+
Lists all expiring policies, quotes, and binders where the current operator is the client CSR, policy producer, or policy sub-producer.  Select a policy to open the [[Policy Dashboard]], or right-click to open the [[Client Tab|client]]. The expiration list can be worked directly from the Dashboard Tab; as policies are renewed , replaced, or marked non-renewed, they will be removed from the list.  
  
 
[[File:releasenotes-dashboard-expiring.png]]
 
[[File:releasenotes-dashboard-expiring.png]]
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*60 days – Policies set to expire within the next 60 days.
 
*60 days – Policies set to expire within the next 60 days.
 
*90 days – Policies set to expire within the next 90 days.  
 
*90 days – Policies set to expire within the next 90 days.  
 
The same detailed policy information can be accessed by expanding the policy details band.  Policy Express and Express Billing can be accessed in the same manner as the Basic Tab.
 
  
 
== Active Policies ==
 
== Active Policies ==
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Quotes can be displayed by right-clicking and selecting “Include Quotes”.  
 
Quotes can be displayed by right-clicking and selecting “Include Quotes”.  
  
The same detailed policy information can be accessed by expanding the policy details band. Policy Express and Express Billing can be accessed in the same manner as the Basic Tab.
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[[File:Ic_info_black_24dp.png]] See: [[Policy: Create A Policy]] for more information.  
  
 
== Active Clients ==
 
== Active Clients ==
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Prospects can be hidden by '''Right-Clicking''' and de-selecting '''“Include Prospects”'''.  
 
Prospects can be hidden by '''Right-Clicking''' and de-selecting '''“Include Prospects”'''.  
  
Selecting the client name will open the client’s basic tab on the first client tab.
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Selecting the client name will load the [[Client Tab]].  
  
 
'''Right-Clicking''' and selecting '''Edit Client''' will open the client profile window.  
 
'''Right-Clicking''' and selecting '''Edit Client''' will open the client profile window.  
  
 
The Inactive Clients sub-band lists inactive clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.
 
The Inactive Clients sub-band lists inactive clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.
 +
 +
[[File:Ic_info_black_24dp.png]] See: [[Client Profile]] for more information.
  
 
== Emails ==
 
== Emails ==
Lists all [[Email Integration|emails]] saved by the operator, or sent from within agency systems to the operator within the last 14 days.   
+
Lists all [[Email|emails]] saved by the operator, or sent from within Agency Systems to the operator within the last 14 days.   
 
:[[File:Training1-dashboard-emails.png]]
 
:[[File:Training1-dashboard-emails.png]]
  
An option to extend the view to the last 30 days is available.  
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An option to extend the view to the last 30 days is available.
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Email]] for more information.  
  
 
== Activity ==
 
== Activity ==
Lists all activity recorded by the operator within the last 14 days.  The same [[Preferences#Activity_Listing|activity type filters available on the client basic tab]] are applied.  To change the filters, right click on a record and select the appropriate option.  
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Lists all activity recorded by the operator within the last 14 days.  The same [[Preferences#Activity_Listing|activity type filters available on the client basic tab]] are applied.  To change the filters, right-click on a record and select the appropriate option.  
 
:[[File:Training1-dashboard-activity.png]]
 
:[[File:Training1-dashboard-activity.png]]
  
An option to extend the view to the last 30 days is available.  
+
An option to extend the view to the last 30 days is available.
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[KB67723727|Activity]] for more information.  
  
 
== Attachments ==
 
== Attachments ==
Lists all [[Attachment Integration|attachments]] saved by the operator within the last 30 days.  
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Lists all [[Attachments|attachments]] saved by the operator within the last 30 days.  
 
:[[File:Training1-dashboard-attach.png]]
 
:[[File:Training1-dashboard-attach.png]]
  
 
An option to extend the view to the last 90 days is available.
 
An option to extend the view to the last 90 days is available.
 +
 +
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.

Latest revision as of 19:25, 19 July 2021

Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

This page provides an overview of the initial User Dashboard Tab that displays immediately after the login screen.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

Before you begin

The main menu is not specific to the User Dashboard Tab, displayed at the top of the Newton window.

Ic info black 24dp.png See: Main Menu and Tab Navigation for more information.

User Dashboard Tab Interface

The dashboard tab contains a top toolbar of global options, and a profile drop-down box to change the selected operator.

Dashboardtab-toppanel.png

User Dashboard Toolbar
  • Refresh: Refreshes the currently selected dashboard, without removing any applied filters.
  • Find Text: Displays the find window to find a value displayed on the dashboard.
  • Create Item: Create a new Diary (Todo), or Email.
  • User Options: Configure user preferences for the Newton interface.
  • Wiki: Opens the help documentation on the Newton Wiki for the dashboard tab.
  • Show / Hide Preview Pane: Enable or disable the preview pane, which displays details for the selected item. See below for additional information.
  • Agency Bulletin: The Agency Bulletin is the optimal place for office announcements made by an office manager. See below for additional information.

View Another User's Dashboard

By default, the dashboard displays all information based on the current operator. The view can easily be changed with a single selection to another member of the team. This allows a manager to quickly view total estimated future production by producer, and expiration lists by CSR.

Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press <Enter> or <TAB> when finished. By default, inactive operators are not included in the drop-down list. To load an inactive operator, first select the "Include Inactive Operators" check box. (Changing to another operator’s list can be disabled per operator through Setup -> Producer (Users).)

Dashboardtab-toppanel-incinactive.png

Agency Bulletin

When a user opens the system, the Agency Bulletin is automatically displayed. The Agency Bulletin is the optimal place for office announcements made by an office manager. For example, office lunches, meetings, procedure reminders, outside visitors, or birthday messages.

Userdashboard-agencybulletin.png


The agency bulletin will either have an Edit, or an Open button. Selecting either button opens the same window, one as read-only and one with write access.

Userdashboard-agencybulletin-create.png


Editing the Agency Bulletin requires Setup -> Security System -> Profiles -> Agency -> Edit access.

The view and edit screens both use the Memo Font Size set in the user preferences.

Navigation: Right-Click, Sorting, and Preview Pane

The User Dashboard Tab is an interactive reporting view for ToDo items (Submissions and Diaries), expiring policies, active policies, active clients, and recent correspondence. The dashboard allows the current operator quick-and-easy one-click access to information previously only available through multiple reports.

Click the (+) next to any section to expand that section, or (-) to collapse it. You can click the column headers in any of these bands to sort the list; for example, to sort policies by premium, or clients by source of business.

If a policy or diary is selected from the User Dashboard Tab Newton will automatically load the client tab first, then the selected item as a sub-tab.

Newton-clientdash-mutlitab-markup.png


Each band of the Dashboard Tab includes a Right-Click option to copy the contents to the clipboard. Once copied, the content can be pasted into an email, Microsoft Word document, or Microsoft Excel spreadsheet.

Each band of the Dashboard Tab also includes a Right-Click option to Open Client, which creates a new Client Tab.

Dashboard-submission-openclient.png

Preview Pane

Selecting a record will display contextual information in the right preview pane. The information displayed will change based on the type of record selected. For example, submission and diary items will display comments, while a client record will display detailed client information. The preview pane width can be adjusted, and the font size changed by Right-Clicking, and selecting the desired size.

Releasenotes-dashboard-preview-rightclick.png

The position and font size will be retained for each user after exiting the application.

Submissions

A submission is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.

Submission-window.png

  • All submissions within the default ToDo date range with a status type of open assigned to the current operator.
  • See Setup -> Preferences -> User Options -> ToDo Future Days Filter to change the default value.
  • Active submissions are displayed in blue. Past-due submissions are displayed in red.
  • Expand the submission detail band to view the same additional information listed on the Client Tab.
  • Right-Click -> Print Section to print all ToDo items or select Options to apply additional filters.
    Releasenotes-dashboard-submission-rightclick.png
  • A closed submissions sub-band is also available.

Submissions Assigned to Others

The submissions band also includes a Submissions Assigned to Others sub-band. An assigned submission is any open submission originally created by the current user, assigned to another user. Only open submissions within the default future ToDo range used for the active submissions band will be displayed.

Active Diaries

A diary is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes.

Diary-window.png

  • All diaries within the default ToDo date range with a status type of open assigned to the current operator.
  • See Setup -> Preferences -> User Options -> ToDo Future Days Filter to change the default value.
  • Active diaries are displayed in blue. Past-due diaries are displayed in red.
  • Right-Click and select options to apply additional filters or print a report.

Diaries Assigned to Others

The active diaries band also includes a Diaries Assigned to Others sub-band. An assigned diary is any open diary originally created by the current user, assigned to another user. Only open diaries within the default future ToDo range used for the active diaries band will be displayed.

Ic info black 24dp.png See: Diary for more information.

Expiring Policies

Lists all expiring policies, quotes, and binders where the current operator is the client CSR, policy producer, or policy sub-producer. Select a policy to open the Policy Dashboard, or right-click to open the client. The expiration list can be worked directly from the Dashboard Tab; as policies are renewed , replaced, or marked non-renewed, they will be removed from the list.

Releasenotes-dashboard-expiring.png

The expiration list is split into four sections:

  • Recently Expired – Policies expired within the last 30 days.
  • 30 days – Policies set to expire within the next 30 days. This band is expanded by default.
  • 60 days – Policies set to expire within the next 60 days.
  • 90 days – Policies set to expire within the next 90 days.

Active Policies

Lists all active policies and binders where the current operator is the client CSR, policy producer, or policy sub-producer.

Training1-dashboard-activepol.png

Quotes can be displayed by right-clicking and selecting “Include Quotes”.

Ic info black 24dp.png See: Policy: Create A Policy for more information.

Active Clients

Lists all active clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.

Training1-dashboard-activeclients.png

Prospects can be hidden by Right-Clicking and de-selecting “Include Prospects”.

Selecting the client name will load the Client Tab.

Right-Clicking and selecting Edit Client will open the client profile window.

The Inactive Clients sub-band lists inactive clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.

Ic info black 24dp.png See: Client Profile for more information.

Emails

Lists all emails saved by the operator, or sent from within Agency Systems to the operator within the last 14 days.

Training1-dashboard-emails.png

An option to extend the view to the last 30 days is available.

Ic info black 24dp.png See: Email for more information.

Activity

Lists all activity recorded by the operator within the last 14 days. The same activity type filters available on the client basic tab are applied. To change the filters, right-click on a record and select the appropriate option.

Training1-dashboard-activity.png

An option to extend the view to the last 30 days is available.

Ic info black 24dp.png See: Activity for more information.

Attachments

Lists all attachments saved by the operator within the last 30 days.

Training1-dashboard-attach.png

An option to extend the view to the last 90 days is available.

Ic info black 24dp.png See: Attachments for more information.