We offer an insurance report that can be helpful if you are applying for Insurance outside of our software. However, the easiest way to apply for insurance, is inside our software since we will fill in most of the difficult application data for you direct from your account. It also makes it simple to apply for renewals. But the insurance report can be useful for other insurance agency quotes or your own analysis of your company. To access it, do the following:
- Go to Settings -> Insurance
- Click on the Insurance Report button
- Enter the date range you want the report to cover
- Enter the email you would like to send the report to
- Click send
You may also print the report at any time just as you would print anything else from your web browser.