All information about Specific Reports
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
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,
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
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.
You can now track the number of failed syncs for accounts, contacts, policies, tasks, notes, activities, files, emails, SMS, and calls. Note: Please note that
This sync tracker feature within the reports module is made to seamlessly track and manage the sync of data across various agencies. Whenever a sync
Update – Added Search, Download, and Save as report features under Activity reports Use case – Easier to view, download, and share reports for analytics.
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity
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