Web Reports

Ed Gambone -

When you login to SureLC, there is an Icon labeled Web Reports.  

WHERE IS THE WEB REPORTS ICON?

The screenshot below shows the location of the icon on the Home Screen:

web-reports-home-screen.png

 

WHAT ARE WEB REPORTS?

Web Reports consist of a wide variety of specialized reports that SuranceBay has made available to your agency. Most reports are available to all agencies, but you may find some are custom reports designed for your agency by request.

If your agency would like a specific report, email support@surancebay.com with your request.

 

HOW WEB REPORTS WORK

When you click Web Reports in SureLC, a browser tab opens.  The browser this tab opens in depends on your configured default web browser. For example, if your default web browser is Internet Explorer, then Internet Explorer opens a separate tab displaying SureLC Web Reports.  Likewise, if your default browser is Google Chrome, Google Chrome opens a separate tab displaying SureLC Web Reports.

web-reports-web-view.png

 

I NEED A REPORT - HOW DO I GET ONE?

Note that your agency incurs a custom development charge for specific reports that are not re-usable for other agencies.  To request a report, as well as an estimate of the cost associated with developing the report, email support@surancebay.com that details the type of information you want.  SuranceBay's Support Team will provide you an estimate of the amount of time and money it will take to include your report.  Once your report is included in SureLC, you can run the report as often as you like without any additional charges.

 

 

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