Inquiries

The Inquiries menu offers options allowing you to query the system for specific information.

View screen capture

Most inquiries offer an on-demand output option, but all inquiries provide an option to generate report results offline, which offers broader reporting parameters and better performance. All inquiries can be printed, downloaded to disk, converted to report-formatted Adobe PDF files, or exported to other formats, such as XML or CSV, for further analysis or for export to other systems.

The Inquiriesmenu offers the following sub-menu options:

• All Reports

• Information

• Producer Management

• Required Items

• Appointment

• Statistics

• System Information

• Producer Hierarchy

• Carrier Requests

Notes

Note: An inquiry may be unavailable for selection based on your company's specific deployment of Producer Manager (carrier or agency/brokerage) or the security settings specific to your user account. For more information, see Maintain Security Role.

Tips

For more detailed information about working with inquiries, see Printable Help Guides.