Reports

Owned by Michael Manning (Unlicensed)
Last updated: Jul 12, 2018
1 min read

AccuAgency 5 management system offers a robust list of reporting tools with the ability to export to Excel(.csv), send emails to clients, and create letters from some reports. Reports are accessible via the Tools > Reports menu.

The current list of included reports are:

  • Birthday Report 
  • Client Report
  • Commissions Posted Report
  • Commission Reconciliation
  • Email Report
  • End of Day Report
  • Policy Report
  • Premium and Commission Report
  • Printed Item Report
  • Renewal Report
  • Start of Day Report

AccuAuto Rater also includes a limited selection of reports including:

  • Birthday Report
  • Client Report
  • Policy Report