Question / Issue |
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How do I generate a cancellation report? |
Answer / Solution |
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To Generate a Cancellation report:
- From the InsurancePro Main Menu screen, go to the Agency Report section on the left side of the screen.
- Select Daily Transactions.
- Choose either Day Report and enter the date for your report, or Period Report and enter a date range.
- Click on the Cancellations button to display those policies that have cancelled in the date or date range you selected.
- At the bottom of the screen you can further refine your report by Type of policy and Location. You may also sort by a specific column.
- Once your report is displayed, you can print it by clicking on the Print option at the bottom right of the screen.
- Click on Done to exit this screen.
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