Report Recipe: Active policies for one carrier

How do I see all my policies with a carrier; premium by carrier, book of business for a specific carrier, list of policies by carrier; policies written with a carrier, policies by carrier, bound policies with carrier

This article provides a step-by-step guide to running a report for all policies currently bound with a specific carrier. See Report Recipes for a list of more guides to running particular reports.

Once you run your report, the following articles will help you leverage the data: Customize, Summarize, and Filter Report Data and Saving and Sharing Report Data.

Report of Active Policies for One Carrier

To quickly create this report:

1. Run a report of all active policies.

   1. Open Quick Reports.

   2. Click + New Report.

   3. Select the Policy category, and choose Active Policies.

      1. Optional: Change the Report Title, as desired.

      2. Conditional: If your agency has multiple offices, choose the Policy Office(s) to include in this report, or leave blank to include all policies regardless of office.

   4. Click Run Report.

      A detailed report of all active policies opens in a new browser window.

2. Summarize the report by carrier.

   1. Click ∑ Summary.

      The Summarize Report dialog opens.

   2. Select Carrier from the Column drop-down and click Summarize.

      Review the report results. The report displays active policies grouped by carrier.

   3. Locate the carrier you want to review and click the policy count next to that carrier

      A detailed report opens showing only the active policies for the selected carrier.

You now have a report containing all active policies for the selected carrier.

From here, see Customize, Summarize, and Filter Report Data, Saving and Sharing Report Data, and Batch Actions from Reports to leverage the data in your report.

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