Reports Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Producer as Default Grouping in Reports

Arzoo Kiran — Thu, 14 May 2026 09:50:04 +0000

Release Date: 13 May 2026

We have introduced a new enhancement in the Reports module under Book of Business, New Business Reports, Cancellation Reports, and Renewed Reports. Report data is now grouped by Producer by default, making it easier to analyze producer-specific policy and business details.

Use Case: This enhancement helps users quickly analyze business data by the producer. It allows agencies to view producer-specific policy details, track performance more effectively, and access relevant records without switching to other reports or modules, reducing manual effort and saving time.

Note: This feature is available for NowCerts, QQ Catalyst, HawkSoft, Sagitta, and Nexsure.

To view the enhancement:

Navigate to Reports and click on the Book of Business.
As shown below, the Group by Producer dropdown appears by default.

The data is displayed based on the Producer.

To view the Complete Details:

Click on the Policies count for the preferred producer.
The details from Policy No to Producer are displayed.

Note: The Group by Producer dropdown also appears by default in New Business Reports, Cancellation Reports, and Renewed Reports.

New Business Reports:

Cancellation Reports:

Renewed Reports:

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Group by Servicing Role in Book of Business & Personal Data Book (EPIC)

Arzoo Kiran — Thu, 19 Mar 2026 14:44:10 +0000

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module. Now, you can filter your data based on Servicing Roles in the Book of Business and Personal Data Book sections.

This enhancement allows you to easily identify which policies are associated with each servicing role in Book Of Business, and also accounts/ contact which are associated with each servicing role in Personal Book Account, related to how many policies are linked to them.

Note: This feature is released only for Epic Integration.

Use Case: This feature helps users easily track how policies and accounts/contacts are divided among different servicing roles for better workload visibility and management, enabling efficient tracking and performance analysis.

To view the enhancement:

Navigate to Reports.
From the Reports, click on Book of Business.

The Book of Business page appears.
As shown below, click on Group by and from the dropdown select Servicing Roles.

As shown below, the Customer Service Representatives(CSRs) data appears
Click on the policy number of your preferred CSR to view the complete policy data.

As shown below, view complete policy information from Account Name to Policy Status.

Note: The Policy data is displayed only when you have added a policy along with the preferred Servicing Role.

To view the Enhancement in the Personal Data Book:

Navigate to Reports.
From the dropdown, select Personal Data Book.
As shown below, click on Group by, and from the dropdown, select Servicing Roles.

Note: Follow the same process as in the Book of Business to view the data for your preferred servicing roles.

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Group by Option in all Reports (same as BOB)

Arzoo Kiran — Thu, 19 Mar 2026 08:14:31 +0000

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module in the New Business Reports, Cancellation Reports, and Renewed Reports sections. Users can now group report data using the additional options in the Group By dropdown.

The Group By dropdown includes multiple grouping options such as Agents, Insurance Type, Effective Month, Issuing Company, Categories, CSR, and more, allowing users to organize report data based on their preferred criteria.

Use Case: This enhancement helps users analyze report data more effectively by organizing records based on multiple specific business parameters. It improves report readability, supports better comparison, and allows faster access to meaningful insights for decision-making.

To view the Enhancement in New Business Reports:

Navigate to Reports.
From Reports, select New Business Reports.
You will be redirected to the New Business Reports page.
As shown below, click on the Group By dropdown.
A dropdown list appears, displaying multiple grouping options.

To view the result:

Select the preferred Group By option (e.g., Expiration Month).
As shown below, the report data for Expiration Month is displayed based on the selected grouping criteria.

Note: To view the enhancement and apply the Group By options in Cancellation Reports and Renewed Reports, follow the same steps as mentioned above for New Business Reports.

Cancellation Reports:

Renewed Reports:

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Sorting by Created Date in Activity Reports

Arzoo Kiran — Fri, 13 Mar 2026 07:58:38 +0000

Release Date: 20 December 2025

We have introduced a new enhancement under the Reports → Activity Reports section. You can now view the contact creation date within the selected date range. Sorting by Created Date has also been added, allowing easy ascending and descending sorting in the Activity Reports module.

Use Case: This enhancement allows users to easily track and analyze when contacts were created, along with other activities within a specific date range. By default, it displays the latest created activity at the top. This helps in monitoring and verifying activity trends during the selected period.

To view the enhancement:

Navigate to Reports.
Click on Activity Reports.

You will be redirected to the Activity Reports page.
As shown below, from the All to Calls view, you can see the data within your preferred date range and the individual Activity reports.
To view the data for Notes, click on the Notes number (e.g., 33).

As shown below, you can view the Notes data along with the Created Date within your selected date range.
The system displays the latest activity date by default.
You can sort the Created Date column in ascending or descending order based on your preference.

The post Sorting by Created Date in Activity Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Estimated Commission Table Column – Cancellation/New Business/Renewed

Arzoo Kiran — Wed, 11 Mar 2026 10:44:42 +0000

Release Date: 20 October 2025

We have introduced a new enhancement under the Reports module for the New Business Reports, Cancellation Reports, and Renewed Reports sections. Along with policy and premium details, users can now view commission information.

Additionally, you can also download, save to a report, or save as a list to easily access and analyze the data.

Use Case: Agents can now easily track and analyze commission details directly within the Reports module. This helps in monitoring revenue performance and making data-driven decisions faster, without any hassle.

To view the enhancement:

Navigate to Reports.
From the dropdown, select New Business Reports.

You will be redirected to the New Business Reports page.
As shown below, a commission icon has been added.
Click on the Commission icon.
From the dropdown, select Categories.

You will be redirected to the commission page that displays the commission amount month-wise.
As shown below, click on the preferred commission amount whose data you want to view.

As shown below, you can view the commission details, from account information to policy status.
You can also download, Save to Reports, and Save as List the Data.

Note: You can also view the commission data in the Cancellation Reports and Renewed Reports by following the same process as in the New Business Reports. You can also download, save to reports, or save as a list.

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Issuing Location Filter in Policy and Book of Business Module – Epic

Arzoo Kiran — Mon, 02 Feb 2026 06:03:08 +0000

Release Date: January 22, 2026

A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and table column option called Issuing Location. This enhancement allows users to filter, view, and analyze policy data based on issuing locations across the Policies section and the Book of Business report.

Use Case: Users can filter policies to view location-specific data, customize table views to include issuing locations, and generate more accurate reports in the Book of Business. It improves visibility, reporting accuracy, and decision-making by allowing teams to understand policy distribution across different locations.

Note: This feature is applicable only for Epic Agency.

To view the Enhancement in the Policies Filter section:

Navigate to Policies.
Click on Filter.

A Filters Panel appears.
As shown below, a new option Issuing locations, has been added.
From the Issuing location dropdown, select the preferred location or select all to view policies details.
Click on Apply.

As shown below, policies are displayed based on the selected Issuing locations.

To view the enhancement in Policies, select Table Columns:

Navigate to Policies.
Click on Select Table Columns.

A Select Table Columns Panel appears.
As shown below, a new option, Issuing locations has been added.
Check the box next to Issuing location.
Click on Save.

A success pop-up: ‘’Table Columns Saved Successfully’’ appears.

To View the Enhancement in Reports:

Navigate to Reports.
From the Reports dropdown, select Book of Business.
Click on the Filter icon.

A Filter panel appears.
From the issuing locations filter, select the preferred location or select all
Click on Apply.

To View the Result:

Click on the policies count.

As shown below, issuing location data is displayed along with other policy details.

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Group by “NAICS” in the PDB Report

Arzoo Kiran — Wed, 21 Jan 2026 07:55:08 +0000

Release Date:- January 13, 2026

We have introduced a new enhancement in the Reports module under the Personal Data Book (PDB) section. This enhancement allows users to view a unique NAICS (North American Industry Classification System) code for each account, and also retrieve complete account details based on industry classification.

Note: The NAICS categorization is exclusively applicable to Commercial accounts and does not extend to Personal accounts.

Use Case: This feature enables grouping of accounts based on their NAICS (North American Industry Classification System) codes, allowing businesses to categorize customers by industry for better reporting and analysis. It helps teams easily identify industry-specific trends and opportunities, improve reporting accuracy, and support more targeted sales, servicing, and marketing strategies.

To View the Enhancement:

Navigate to Reports
From the Reports menu, select Personal Data Book. The Personal Data Book page will open.
In the Group By dropdown, you will now see a new option labelled NAICS.
Click NAICS.

The Group by: NAICS page is displayed, showing industry-wise details based on NAICS codes. The report includes the following metrics:

Number of Accounts
Total Premium
Premium per Account
Total Policies.

As shown below, a total summary row appears at the bottom, displaying overall totals for accounts, premiums, policies, and the total count of NAICS codes.

Note: NA in the NAICS column indicates that NAICS code details are not available for those accounts.

To View Account Details for a NAICS Code:

Click on the Account count for the required NAICS code.

Note: If the account count shows 2, it means there are two accounts associated with that NAICS code (for example, NAICS code 787899).

You are redirected to the Account Details page for the selected NAICS code.
As shown below, details from Account Name to Revenue are displayed.

To Download NAICS Details:

Click Download to export account details related to the selected NAICS code.
As shown below, the data is downloaded as a CSV file.

The post Group by “NAICS” in the PDB Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

New Business Data should be based on Entered date rather than the Effective date of the policy – (Epic Agencies)

Arshad Hussain — Tue, 20 Jan 2026 10:53:19 +0000

We’ve added a “New Policy Date” section to the New Business Report, alongside the existing “Effective Date”, to improve visibility into newly written policies.

Previously, the report was based only on the policy effective date, so policies written in one month but effective in a future month did not appear in the current month’s report.

With New Policy Date, policies are shown based on when they were written, regardless of their effective date. This allows agencies to accurately track all new business written within a selected period.

Use Effective Date to review policies becoming active in a given timeframe, and New Policy Date to track all policies written during that period.

Note: This Feature is only for Epic Agencies

Use Case: To accurately track an agency’s new business production for a specific month, the New Business Report should use the New Policy Date (the month the policy was written) rather than the policy’s Effective Date. This allows the agency to see true monthly production, even for policies with future effective dates.

To view the enhancement:

Navigate to Report Module
From the Reports, click on New Business Reports

The New Business Reports page appears.
As shown below, a new option, New Policy Date is available.
Click on New Policy Date.
The report displays the count of policies added by each agent, grouped month-wise based on the policy added date.

To view policy details:

Click on the policy count (e.g., 6).

As shown below, complete policy details are displayed along with two new fields: Created Date and New Policy Date.

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Lookup code column in the Book Of Business

Arzoo Kiran — Tue, 23 Dec 2025 10:38:55 +0000

Release Date:- December 16th 2025

We have introduced a new enhancement in the Reports module under the Book of Business section. Users can now select the Epic Lookup Code column from the Select Table Columns option to view it alongside existing data columns.

Additionally, users can download the table data with the Epic Lookup Code included.

Use Case: This feature enables agencies to quickly perform data reconciliation, reporting, and audits without manual cross-referencing. It improves data accuracy, saves time, and simplifies internal analysis, tracking, reporting, and decision-making.

Note: This feature is available only for Epic users.

To view the enhancement:

Navigate to Reports.
Click on Book Of Business.
Click on the Policies Count.

You are redirected to the Book of Business details page.
As shown below, a new column Epic Lookup Code is added.

Settings to Select or Deselect the Epic Lookup Code Column:

Click on Select Table Columns.

A Select Table Columns panel appears on the right-hand side.
To view the Epic Lookup Code column, check the box next to Epic Lookup Code.
To deselect it, uncheck the box.
Click Save.

You also have the option to download table data with the Epic Lookup Code included.

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Reports -Activity Reports-Option to Schedule and download enhanced

Arshad Hussain — Mon, 25 Aug 2025 09:42:43 +0000

We have introduced a new enhancement in the Reports Module – Activity Section, called the Saved Report Enhancement. With this update, when agents click on the analysis number for different client activities such as Notes,Emails,and more they now have the option to save the report and view it later in the Saved Reports section for future reference.

Use Case: Suppose an agent wants to review client activity, such as the number of emails exchanged or notes added. Earlier, the agent could only view the numbers directly in the Activity section. With the Saved Report Enhancement, the agent can now generate a detailed report by clicking on the analysis number.

This helps agents save time, revisit reports easily, and maintain better records for client engagement tracking.

To View the Enhancement:

Navigate to Reports.
From the dropdown, click on Activity Reports.

You will be redirected to the Activity Reports page.

Click on the number under the preferred Agent Name in the desired section (Notes, Files, etc.).

After clicking, you will see the detailed view of that Activity Reports (e.g., files).

Click on Save Report.

A pop-up window will appear.

Fill in the Required Details
Click Save

A success pop-up will appear, and you will also receive the report via email.

You can also view the saved report under the Saved Reports section, where you have the options to Select runtime, Download, Share, Schedule, Run, or Delete the report (as shown below).

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AMS commission in Reports – BOB

Arshad Hussain — Sat, 26 Apr 2025 14:39:32 +0000

Release Date: April 26, 2025

We have enhanced the Reports section by adding a Commission column, which displays the commission associated with each respective policy. To populate this data, a policy must be created in AMS, and the commission should be entered in the Estimated Commission field. This commission data will then sync to the IM Portal, where it becomes visible in the Commission column within the Book of Business report.

Use Case:-

To improve visibility into financial performance, users can now view commission data directly within reports. When a commission is recorded in the source system, it automatically syncs to the reporting platform, allowing users to track and analyze commission details for each policy in one centralized location.

Note: This feature has been implemented for the following agencies: NowCerts, EPIC, Sagitta, and Nexsure.

To View the Enhancement:

Navigate to the Policies section in AMS, create a new policy, and enter the estimated commission in the Estimated Commission field.

The Estimated Commission is also displayed on the Policy Details page for easy reference.

The commission data is automatically synced to the Reports section of the IM Portal.

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YOY/ YTD Chart on Dashboard and Reports with all Group By

Avinash Barik — Mon, 30 Dec 2024 11:25:56 +0000

Feature Release Date: 28 December, 2024

With our latest enhancement, you can now view Year-over-Year (YOY) and Year-to-Date (YTD) data across for all Group By options within the Reports Module and on the AMS Dashboard based on total policies or Premium.

Use Case: Track Year-over-Year (YOY) or Year-to-Date (YTD) data by filtering all Group By options within Reports.

To View the Enhancement:

Year-over-Year:

Navigate to the Reports Module.
Within the Reports module, select ‘YOY/YTD’ Reports.
Select Group By and filter the data based on Year-over-Year (YOY) or Year-to-Date (YTD).

Select the Count.

Year-over-year data will be shown based on the total policies and premiums for the selected period.

Year-to-Date:

Click on ‘YTD.
Select Group By and filter the data based on Year-To-Date (YTD).

Based on Total Policies & Premium on what you have selected Year-To-Date data will be displayed.

AMS Dashboard:

Based on the total number of policies or premiums you have selected, view the data as Year-over-Year (YOY) or Year-to-Date (YTD) directly on the AMS Dashboard.

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