Use to determine Source of New Business written. (Note: Results are obtained from the 'Referred By' field on the Profiling screen and a Policy Mode of 'New' for selected date range entered in criteria).     

To Generate a Marketing Results Report

1. On the Primary menu, click REPORTS.
2. On the Reports menu, click Marketing.
3. Locate Marketing Results and click Enter Report Criteria.
4. Enter the Organization Information.

Note:  These fields can not be populated directly.  You must click the [Select] link to enter the organization information.

 

5. Click [Select].  The Nexsure Organization Criteria dialog box will appear.  Using the drop-down lists, select the desired organization information (Region, Territory, Branch, Department, Unit) you wish to query for the report and click Add.  This feature allows you to add as many regions, territories, etc. to the report as needed.  Once information has been added to the Include box, it can be removed by selecting the item and clicking the Del button or Clear to remove all items.  If the organization information is correct, click OK.
6. Enter the remaining report criteria.

7. Click Submit Report Criteria.  The report viewer will open.
8. Click the Print icon to send the report to your printer or the Export icon to save the file as one of the supported file formats.

Complete listing of all policies in the marketing stage for a selected date range.   

To Generate a Marketing Policies Report

1. On the Primary menu, click REPORTS.
2. On the Reports menu, click Marketing.
3. Locate Marketing Results and click Enter Report Criteria.
4. Enter the Organization Information.

Note:  These fields can not be populated directly.  You must click the [Select] link to enter the organization information.

 

5. Click [Select].  The Nexsure Organization Criteria dialog box will appear.  Using the drop-down lists, select the desired organization information (Region, Territory, Branch, Department, Unit) you wish to query for the report and click Add.  This feature allows you to add as many regions, territories, etc. to the report as needed.  Once information has been added to the Include box, it can be removed by selecting the item and clicking the Del button or Clear to remove all items.  If the organization information is correct, click OK.
6. Enter the remaining report criteria.

7. Click Submit Report Criteria.  The report viewer will open.
8. Click the Print icon to send the report to your printer or the Export icon to save the file as one of the supported file formats.