Custom Business Reporting Templates
Reporting is crucial to understanding the health and well-being of your insurance agency. However, it's hard to know which reports are the most important to run and what you're really trying to achieve with each report.
To help you overcome this, we've created the outlines of reports for various parts of your business like:
- Agency Activity
- Agency Production
- Sales Management
Using these reports, you'll be able to keep a pulse on your agency, thus allowing you to make more informed business decisions that'll greatly affect your agency's day-to-day.