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30 FAQs Found Page 1 of 3
	Basic Reports Access for Standard or Restricted Users Basic Reports Access for Standard or Restricted Users
	How do I turn on/off agency report card? Agency Report Card
	How do I export saved quotes to an Excel file? Basic Reports Excel export instructions.
	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?
	Why would I make lead sources required? Why would you make lead sources required?
	What Quote Analysis Reports are available? performance reports, quote analysis, limit analysis
	What formats are available for the Performance Reports? A list of the various type of formats performance reports are available in
	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
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