Using the Agency Ranking Report

Managers & Producers can use the Agency Ranking report to see performance metrics related to their top Agencies, brokers or retailers. 

Applies to:

  • Managers
  • Producers
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

  1. 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'.

  2. 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.