Using the Policies in Force Report

You can use the Policies in Force to see comprehensive risk level data about the Quotes and Policies created by your agency

Applies to:

• Agency Owners
• Managers
• Administrators
• Producers

This article explains how you can use the Production Export Report to see production data related to their Producers, Lines of Business, Marketing Companies and Carrier. It is the most comprehensive report about policy data available in BindHQ.

You can access this report by going to the “Reports” tab in the side navbar, then going to “Production”, and then selecting “Policies in Force.”

You can use the Policies in Force report to answer the following questions:

• How can I obtain from BindHQ a complete data set of my agency’s policies?
• How can I analyze my book of business to identify trends in performance or a change in LOB composition?