This article explains how to access and run web reports within SureLC. 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 email@example.com with your request.
How to Access Web Reports
Step 1: Log into your SureLC agency admin account. If you aren't sure how to log in click here for details.
Step 2: Select Web Reports in the navigation menu to the left.
Step 3: The SuranceBay Web Reports list will be opened in a new tab using your default web browser. Reports are listed alphabetically. Enter the name or type of report you want to run using the search field shown below.
A recommended reports list is provided in the next section.
Step 4: In the following example, the Agency Producer Contact Info report has been selected.
Select open in a web browser to view the report information on the screen. Select View/Download PDF to generate and download the report as a .pdf file. Alternatively, you can download the report data as a .csv file or .xls file with formatting. After downloading to a .xls format you can slice and dice the data any way you want to from there.
This report provides a list of producers who completed an AML course prior to the selected date.
Agency Producer Contact Info
A detailed producer contact information report which includes the following information:
Last Name, First Name, DOB, Mailing Address, City, State, Zip Code, Email, Phone, Affiliation, Added on Date, Added By, NPN
Agency Producer List Detail
A detailed producer list report Includes the following information:
Last Name, First Name, Affiliation, DBA Type, Soliciting for, Email, Phone, Added on Date, Added by, Last Appointment date, Finra registered, NPN, Gender, Status
Appointments by Producer
This report shows the appointments by producer, carrier, and stage over time.
BGA Appointment Count Trends
Appointment counts by month and year. This report includes the total number of BGA appointments processed by month and year for the last 6 months.
BGA Processed Appointment Count Trends
This report includes the total number of appointments processed per month and year by the agency from the agency SureLC account start date.
Billed Contract and Transfer Request
This report provides a list of ALL processed and requests that incurred a fee (if your agency pays per contract) or which count toward your monthly limit (if your agency pays a monthly subscription).
This report provides statistics showing the total number of contracting appointments by insurance carriers and by stage for the selected date range.
Detailed Agency Transaction History
A useful billing report that shows an itemized list of billing charges by transaction type.
Errors and Omissions Expiration
Run this report when you want to find out which of your producers either have expired E&O insurance policies for the selected date range. You can also use this report with future dates to see when producer E&O will be expiring soon.
This report provides a list of producers who have an expiring license within the selected date range. Date ranges can be past or future. This report is useful when the agency isn't being copied on the producer license renewal notification emails.
Individual Producer License Details
This report is useful when you want to review state license information for an individual producer. Producer NPN # is required to run this report.
Itemized Billing Charges
This report shows a list of itemized billing charges for the selected date range. This is useful when you want a better understanding of billing charges.
Producer or BGA Stage By Carrier
This report lists pending contract requests by producer and carrier that are at the producer or BGA stage (so these requests have not been sent to the carrier yet).
Use this report to locate producer profiles by name, email, or NPN #. Please note this report will only search for the provided criteria within your SureLC agency account.
Quantity of Individual Producers
Use this report to obtain a list of ALL producers registered in your SureLC account. This report provides a total producer count and an alphabetical list of producers. Report information includes:
Total Producer Count, Last Name, First Name, Affiliation, Email, Phone, Last Appointment Date
Please 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 firstname.lastname@example.org the details and the type of information you want. SuranceBay's Support Team will provide you with 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.