Managers & Producers can use the Agency Ranking report to see performance metrics related to their top Agencies, brokers or retailers.
Last Updated: January 2021
This article explains how to view performance metrics relating to your customers - Agencies, brokers or retailers - using the Agency Ranking report
- You can access this report by going to the reports section and looking under the Production heading and clicking on the link labeled 'Agency Ranking'.
- The default view that loads will show data from across your company (and/ or division if your installation contains more than one subsidiary). You can proceed to filter the data by Producer [/ Underwriter] to view a subset of data for that individual.