Sample Small Business Credit Reports
2010
I need to find a sight that amples of Insurance Agency Reports, such as Lost Business & Expirations?
I work for an small insurance agency and I was given the task of creating reports. I am trying to research specific reports relating to insurance agencies as far as what they should look like, what data needs to be pulled from the system and included on each of them and what issues I might need to be aware of while creating each report. The reports I am researching this week are Lost Buisness Report; Expirations Report, Production Credit Report and Book of Business Report.
If anybody has ANY ideas of where i can locate this type of information, I would appreciate it. Even if I had to buy a book with some samples, that would work too.
Please help!
I have searched AND SEARCHED the internet for any of these or similar style insurance reports with absolutely no luck at all. I just need some ideas to get me started.
??? Whatever agency management system your office uses should generate these reports with a push of the button.
Data in these reports varies by vendor.
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