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10 FAQs Found
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Where do I go to enter my company producer codes?
 
How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats 
What is the Producers/Cust Serv Reps Performance Report?
 
How do I run a report on the number of policies bound by producer?
 
What is the Closing Ratio Report?
Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing 
How do I run a report to determine the number of quotes by producer?
 
I have my producer code entered for American Mercury, why am I getting this message: You must enter a valid producer code?
Mercury Producer code requirements 
What is required for Grinnell to rate.
Grinnel Setup 
I have set up a company group for each state b/c we may have the same company for different states and the producer codes/ user/passwords are different by state. We have two producers that have to have access to all groups for rating. However, when I login I can only choose location and cannot find where I would select the company group that I would need at that time. Is there another way or can you help me find out how to make this work.
 
National General message "Agent is not authorized to sell Plan Code."
National General producer code issue 
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