Report: Policy List Report: Quotes Not Converted to a Policy
This article outlines the steps to run a report that shows quotes that have not been converted to a policy.
Since the policy list report will only report on the last sequence/transaction for a given policy number, if a quote has already been converted, it will not display on the report.
- Select Reports -> Policy List Report.
- Select the desired Report By... sort method. (This is the order of the results).
- Select Date Method -> Effective Date.
- Enter the desired Start Date and End Date. (Example: for all 01-2019 to 03-2019 effective quotes enter 01/01/2019 to 03/31/2019)
- Un-Check the following items listed under Company Status:
- Select Policy Type -> Quote