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Q1: How can I get more flexible report creation abilities?
Q2: Are you planning to add more reports for Agents with client base?
Q3: When doing Mailing to Group Clients – how can I print labels made for active groups only?
Q4: Can I change the reports by adding more tables and fields?
Q5: Can I separate individual polices from the group policies when running a policy report or at Summary View?
Q6: Can I create custom Commission Reports?
Q7: Can I create a birthday or annual review list by month?
Q8: How do I create a policy renewal report by month?
A1:
You actually can get the same flexibility we have creating reports by purchasing the Crystal Reports product. You can also use Microsoft Access to create reports, the only downside being that you must run the report from within Access and you cannot use the Agency Expert Query System. This means you must be more knowledgeable about how to create queries. Report Writers are extremely difficult to use and require a large investment in time to learn how to use them. We are considering adding a more complete Report Writer to the Agency Expert as an optional module, but have concerns about how to support such a module because of the heavy learning curve. If we do add such a module in the future, there will be an additional upfront cost plus an additional support charge.
A2:
We typically add five to ten reports with each update. You might check the summaries of updates on our web sites. We actually are not completely sure what the above statement means. If you feel a new report would be an advantage, send us a mockup of the desired report and at some future date if we feel it is desirable for the majority of users, we may add it.
A3:
The way most offices do this now is only use a status of “Client” for those clients that have active polices. If they become in-active make their status “In-active”. This allows you to query on all records that have a status of Client. If you prefer to use “Active”, you can add this as a new status and them make all active clients have a status of “Active” and query on all clients that have a status of “Active”.
A4:
You must purchase the Crystal Reports software from Business Objects Corp. (http://www.businessobjects.com/), as that is what is used to create the included reports.
A5:
Yes, use the “IndividualorBusiness” field as one of the query criteria and specify either individual or business.
A6:
Yes, using the export module (under the Tools pull down menu) which exports to an Excel file. You can then open the Excel file and add formatting if desired.
A7:
In the reports module, at either individual for birthday lists or Policy for renewal dates, use the month of DOB criteria or Month of Renewal Date to create a query which when run will give you the desired lists. All date fields in the Agency Expert have three search fields in the Query Builder, Month of Date, Day of Date or the actual Date.
A8:
Click on the Reports Icon.
Click on the + Next to Policies/Investments Report.
Click on "Renewal Report"
On the right side of the screen, click on the "Use a Query" Check box.
Click on the Select Query button.
In the Summary of Queries, click on Add (bottom left).
Another Window will come up- At the top of it, enter a description such as: November Renewals.
Click on Add criteria (bottom left).
Table = Policies.
Field = Status
Operation = Equal To.
Value = In force.
Save and Add Criteria again.
Table = Policies.
Field = MonthofRenewalDate
Operation = Equal To.
Value = 11 (or whatever month you want)
Save and Exit.
Run the report
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