Question / Issue |
 |
How do I get a Geographical map view of quotes saved or written? |
Answer / Solution |
 |
Geographical Mapping of saved quotes:
NOTE: You must be an Agency or Location Admin to access this feature.
- Go to the Report menu and select Basic.
- Select the criteria and dates for the quotes that you want to map.
- Click on the Geographical Map button at the bottom of the screen.
- The map for your area will appear.
- To shrink the size of the map, click on the magnifying glass with a minus sign in it or increase the size by clicking on the magnifying glass with a plus sign.
- You will see red diamond marks on the map for each quote.
- You will see a blue diamond for the location of your agency.
- If you hover your mouse over a diamond mark, the name and address of the insured will appear in a text box.
|