Policy Locations Report

User can pull reports that display policies based upon a specific geographic location. This new My Agency Report can be used to determine which policies fall within a certain ZIP code

Workflow

In My Agency Reports, run the Policy Locations report. There are options to select Business Units, Type of Business, Include Address From (Policy Locations and Garaging Locations), and ZIP Code.

The resulting report returns ONLY Active Customer and Active Policies from the day on which it is run.

Users must be given access to specific My Agency Reports within Vertafore Single Sign On (VSSO) for them to be able to run this report.

 

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