Generating the Insurance Sales Summary Report

The Insurance Sales Summary Report lists all sales by insurance carrier, and can also be filtered by office.

1. Open Claim Management. If you're in Front Office, click Claim Management in the top menu bar and select Claim Management.

   Claim Management opens.

2. On the top menu bar, click Billing Reports and select Standard Reports.
3. Click Insurance Sales Summary By Office By Carrier.
4. Select criteria to Total By.
5. Select one or more Location to print.
6. Select the Carrier.
7. Select the Plan.
8. Select Billing Month to select a month to print or select Select Dates to specify a date range.
9. Click Generate.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

   

10. To export the report, perform one of the following steps:

    Click Export to PDF to open the report as a PDF file.

    Click Export to Excel to open the report as an Excel spreadsheet.