Settings - Insurance Report

We offer an insurance report that is built primarily for Cossio Insurance. The report can be useful for other insurance agency quotes or your own analysis of your company. To access it, do the following:

  1. Go to Settings --> Insurance
  2. Click on the Insurance Report button
  3. Enter the date range you want the report to cover
  4. Enter the email you would like to send the report to
  5. Click send

You may also print the report at any time just as you would print anything else from your web browser.  

Is this article helpful?
0 0 0