Report: Policy List Report

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The Policy List Report feature provides a quick-and-easy option for reporting on the most-recent transaction of a policy.

Report Examples

Policies that Cancelled or Did Not Renew

Policy Expiration List

Quotes Not Converted to a Policy

Access and Window Options

The Policy List Reports can be opened by selecting Reports -> Policy List Report.

Access to the Policy List Report is controlled through the security system AR -> Policy List Report -> View setting.

Reports-policylist-nofilters.png

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