Book of Business Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 07:21:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Book of Business Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Group by Payment Frequency in Book of Business https://www.insuredmine.com/knowledge-base/group-by-payment-frequency-in-book-of-business/ Mon, 26 Dec 2022 10:53:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24246 Description – Sort your Book of Business content by Payment Frequency. Use Case – Convenience to group by and vew the Book of Business by the payment frequency Process:  Navigate to Reports and select the Book of Business tab. Then go to Group by and select Payment Frequency.   You can view the data sorted based […]

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]]> Description – Sort your Book of Business content by Payment Frequency.

Use Case – Convenience to group by and vew the Book of Business by the payment frequency

Process: 

  • Navigate to Reports and select the Book of Business tab.
  • Then go to Group by and select Payment Frequency.

  •   You can view the data sorted based on the Payment Frequency of the policy.

Note: The sort is based on the payment frequency you select while creating new policies.

 

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]]> Schedule report https://www.insuredmine.com/knowledge-base/schedule-report/ Sun, 20 Feb 2022 03:27:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23518 A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for.  You can schedule reports you save from the Book of Business and Personal Data Book reports. Once you save the reports from BOB and PDB you will find the reports under […]

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]]> A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for. 

You can schedule reports you save from the Book of Business and Personal Data Book reports. Once you save the reports from BOB and PDB you will find the reports under the Saved Reports section. From there you can schedule it. You can schedule it on a daily, weekly, or monthly basis.

So whatever time you will schedule for example if you schedule the report to run at 10 am daily, the run time will get added and you will get a mail at that time saying that you have scheduled a report at 10 AM.

In case you save it monthly, then every month at the set time, the report will get scheduled.

Based on the scheduled report run time the latest data till that time will be added to the report and thus you can download the updated report. The Agent will receive an email notification when the scheduled report runs.

 

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]]> Reports filter: Effective Date Filter in Book of Business and Created Date Filter in Personal Data Book https://www.insuredmine.com/knowledge-base/reports-filter-effective-date-filter-in-book-of-business-and-created-date-filter-in-personal-data-book/ Tue, 24 Aug 2021 11:55:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12663 Effective Date Filter in Book of Business Created Date Filter in Personal Data Book Effective Date Filter in Book of Business In the Book of Business Reports, Effective date filters have been added based on policies. Click on the policy count, view the list of policies below in table format. Click on filter and scroll […]

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Effective Date Filter in Book of Business

In the Book of Business Reports, Effective date filters have been added based on policies. Click on the policy count, view the list of policies below in table format. Click on filter and scroll down to effective date and select the date range and click on apply. You will get the policies with the selected date range.

Created Date Filter in Personal Book Of Business

In the Personal Data Book, Created Date filter has been added based on contacts. Click on the contact count, view the list of contacts in table format. Click on filter and scroll down to the created date and select the date range and click on apply. You will get the contacts with the selected date range.

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