Risks report

The Risk Report details your sales activity. It lists the most recent version of any risk you produced and gives you access to any past versions of any one risk by choosing the hyperlink provided. This approach limits congestion while still providing you the ability to report on financials such as changes in limits or premiums.

Use the report filters to drill down to specifics. You can download this report at any time to analyze your sales activity in real-time. 

Quick tip! As a Principal Broker, this report will display all risks produced through your Company. As a Principal Broker, you may find value in looking at this report in conjunction with other reports in your account.