Enhanced Personal Lines Prospect Reporting in ART

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.

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