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Reporting for Sub-agencies

Currently the reporting function is only available for our main account. Our sub-agencies have been requesting access to report on their agencies: What agents have been added and when, Who has requested appointments, who is contracted where (summary report).

Can we have this added for them?

John Gourdin

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Currently, reporting functionality is limited to Agency Admins and not Sub-Agencies. We look to expand reporting functionality in the near future.

Please note that the ability to have email notices sent to the Sub-Agency is available when one of their producers registers as a new user. Details are available here: https://goo.gl/q34o0y or you can email us at support [at] surancebay [dot] com and someone from our team will be happy to assist on this aspect of the request.

Anatole T.

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Can you provide current status of this request?

We are interested in allowing them access to the reports currently offered at the agency level:

Contract Status / Error & Omissions Expiration / AML Expiration / Appointment by Producer / Producer List

Tricia Hoopingarner 0 votes