Enhanced Personal Lines Prospect Reporting in ART
- EIA Agency Team
- Jul 20, 2021
- 1 min read
Enhanced reporting around prospects, sales, retention, etc. is now ready for use.
Inside ART, you can click on the new purple "Reports" button and select your name and the date range of the inquiry and run the report
Then download the report in excel so you can see the details like
The status of the policy
When the policy is effective
Cancel date of the policy
plus more
Even though servicing is handled for you, you can run this new reporting feature anytime to help answer many of your questions around what is going on with your book of business.